Is Portfolio Turnover creating too many short and long-term capital gains taxes?

If so, your portfolio at Sparrow Capital Management, Inc. can be managed on a tax efficient basis. This means we pay attention to the date we buy a stock and when we sell a stock for your account to minimize short and long-term capital gains taxes. You keep more money in your pocket because of this attention to detail.

Changing managers creating capital gains tax nightmares?

If you switch your portfolio to Sparrow Capital Management, Inc. we note your date of purchase and cost basis. Therefore, we can time the transition of your account to spread the capital gains over multiple tax periods. Minimizing capital gains taxes and keeping more money in your pocket.