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.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access