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Tax-aware Portfolios


Separately managed accounts provide direct ownership of the securities in your portfolio. This structure provides substantial control, allowing you and your advisor to actively manage for taxes and customize an investment solution that reflects your individual goals and objectives.

Your financial advisor is not a tax expert, and neither NAM nor your financial advisor provides tax advice. You are advised to consult your tax specialist, attorney, and/or CPA regarding tax matters and the impact of your investment results on your particular tax situation.