Published: · Compliance approval: TBD · Author:
Disclosure. Educational only; not tax, legal, or individualized investment advice. Mutual funds offered through WhiteHaven Securities Inc. Insurance solutions offered through iAssure Inc. Coordinate decisions with your CPA/notary/lawyer. See Disclaimer and Privacy.

Corporate Investing | iAssure

Design portfolios that respect corporate tax realities. Focus on efficient income types, deferral, diversification, and manager selection.

Published: · Compliance approval: TBD · Author:

Why this is important

  • Tax‑aware Design: Favor capital gains, manage distributions, and use corporate‑class and asset location to reduce drag.
  • Evidence‑based Selection: Brand‑agnostic research to find durable managers and low‑cost exposures where appropriate.
  • Liquidity Layers: Keep cash reserves safe & liquid; put surplus to work with time‑appropriate risk.
Book a 15-min intro Download the Owner's Playbook (PDF)

Summary

Design portfolios that respect corporate tax realities. Focus on efficient income types, deferral, diversification, and manager selection.

Tax‑aware Design

Favor capital gains, manage distributions, and use corporate‑class and asset location to reduce drag.

Evidence‑based Selection

Brand‑agnostic research to find durable managers and low‑cost exposures where appropriate.

Liquidity Layers

Keep cash reserves safe & liquid; put surplus to work with time‑appropriate risk.

Next steps

Choose one service to start, or book a short call and we'll map where the highest-value improvements are — corporate cash, tax opportunities, or risk protection.

Book a 15-min intro Download the Playbook (PDF)

Full Disclosure. This content is for information and education only. Past performance does not guarantee future results. Tax treatment depends on your circumstances and may change. Mutual funds are offered through WhiteHaven Securities Inc. Insurance is offered through iAssure Inc. See Compliance for details.

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