We’ve been named a Finalist in WealthManagement.com’s 2025 Industry Awards!
Chris Gunster’s Tax-Aware Fixed Income (TAFI) strategy has been short-listed in the “Asset Managers: Fixed Income” category, recognized by a panel of industry leaders for its innovative approach and performance.
Now in its 11th year, the #Wealthies recognizes firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
Unlike traditional strategies that focus solely on municipal bonds, our TAFI strategy incorporates both taxable and tax-exempt bonds, evaluating them based on their after-tax, risk-adjusted yield and expected return relative to the individual’s tax rate.
This cutting-edge strategy actively manages a customized, diverse portfolio that seeks to provide a high level of after-tax returns further enhanced by ongoing tax-loss harvesting.
By optimizing fixed-income investments through a comprehensive, quantitative approach, TAFI sets itself apart as a high-performing solution for investors and represents a significant improvement on the traditional municipal bond-only portfolio.
Clients who speak with Chris and are invested in any of his strategies can appreciate the level of customization he has unlocked in fixed-income portfolios, and this recognition is a testament to that.
