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, www.tax-efficient.com, 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.
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