Centennial Advisory Group
Asset Location Strategy – Tax Efficiency by Placement
Where you hold your assets matters just as much as what you have. That’s the foundation of asset location strategy. Tax-inefficient investments like bonds should be put in tax-advantaged accounts. At the same time, tax-efficient investments go into the taxable account. This is where Centennial Management steps in helping clients match asset types to account types for better long-term outcomes. When appropriate, asset location can boost after-tax returns significantly. With centennial management overseeing this balance, your portfolio doesn’t just grow it grows smarter. This strategy doesn’t involve more investing; it’s about placing what you already own more wisely.
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