San Diego (June 4, 2002) -- Recognizing the explosion of "tax efficient" and "tax aware" investment products flooding the market, D.E. Cody & Co. Inc. has launched a subscription-based online service aimed at helping advisors evaluate tax-advantaged products and separate account managers.

The site,, reviews over 17,000 investment products, including Mutual Funds, ETFs, and Separate Accounts. To be awarded "Top Tier" status, separate account managers must accept accounts as low as $100,000, and must have returns in the top 10 percent of their style category "after-tax" for one, three, and five-year periods, respectively. Managers are also evaluated on adherence to style, consistency of returns, tenure, and tax-efficiency analysis. The service receives no compensation from the managers, or products reviewed.

"When designing the site our goal was to create a service to help advisors intelligently construct the taxable allocations for their clients," says Don Cody, president of Tax-Efficient Investor. "Many Advisors don’t have the time or the tools to sort through both Separate Account Managers and Mutual Funds in an after-tax format. It’s typically been an apples-to-oranges comparison, made even more difficult with the lack of after-tax information."

The site also features news, email alerts, a monthly Investment Manager/Product Profile, manager interviews, and model portfolios. According to the site, a subscription costs $245 a year.

-- Electronic Accountant Newswire staff

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