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FutureQuest Models
This page is currently under construction.Active Tax-Managed 60
Ohio Portfolio seeks to provide maximum long-term capital appreciation
on an after tax basis, with a moderate level of current income exempt
from federal taxes and Ohio state taxes as a secondary goal. This Portfolio
is appropriate for investors with a time horizon of five to ten years,
seeking to minimize the impact of taxes on their investment returns.
Active Tax-Managed
80 Portfolio seeks to provide maximum long-term capital appreciation
on an after-tax basis, with current income exempt from federal taxes as
a secondary goal. This Portfolio is appropriate for investors with a time
horizon of five to ten years, seeking to minimize the impact of taxes
on their investment returns.
Active
Tax-Managed 80 Ohio Portfolio seeks to provide maximum long-term capital
appreciation on an after-tax basis, with current income exempt from federal
taxes and Ohio state taxes as a secondary goal. This Portfolio is appropriate
for investors with a time horizon of five to ten years, seeking to minimize
the impact of taxes on their investment returns.
Active Tax-Managed
100 Portfolio seeks to provide maximum long-term capital appreciation
on an after-tax basis. This Portfolio is appropriate for investors with
a time horizon of ten years or longer, seeking to minimize the impact
of taxes on their investment returns.
Active
Tax-Managed 100 Ohio Portfolio seeks to provide maximum long-term
capital appreciation on an after-tax basis. This Portfolio is appropriate
for investors with a time horizon of ten years or longer, seeking to minimize
the impact of taxes on their investment returns.-->
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