FAC Models Offer Unique Tax Management
FAC’s ability to take clients directly to their own individual securities within our professionally managed models makes it possible for FAC management to implement unique tax-saving strategies on non-qualified, or taxable, accounts.
Because the securities within our Models are held and managed directly, independent of a fund (ETF, Mutual Fund), FAC management has the unique ability to sell losses* within respective Models to offset possible realized gains — without having to sell the entire Model.
We invite all advisors and clients to contact an FAC representative today to learn more about this and our other innovative, direct and transparent services.
First Advisors Capital, Inc. (FAC) is an Investment Adviser Registered with the State of Alabama.
4956 Valleydale Road Suite 203 / Birmingham, AL 35242 / 205-991-8484
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