CLIENT DISCOVERY TOOL
Tax Smart Investing with BlackRock and 55ip
At BlackPoint, we sometimes work with leaders like BlackRock and 55ip to offer smarter, more efficient investment strategies. These solutions are designed to grow your wealth while helping you keep more of what you earn.
Why It Matters
Most investment platforms focus on growth, but few actively protect you from losing too much of that growth to taxes. With 55ip, we can offer a tax efficient approach backed by one of the most trusted names in investing: BlackRock. It is one more way we help you invest smarter, not harder.
How It Works
Through BlackRock’s professionally managed portfolios and 55ip’s powerful tax technology, we are able to:
- Reduce unnecessary taxes by identifying and managing potential capital gains
- Harvest tax losses where appropriate to help offset gains and improve after-tax returns
- Tailor strategies to your unique situation, especially if you have existing investments
- Automate smart decisions without constant hands-on trading
What to Expect
We use these tools throughout the planning process to keep your investment strategy aligned with your goals. From initial setup to ongoing management, the process is designed to reduce tax drag while remaining tailored to your real life.
Start With a Smarter Approach
Tax smart investing helps you grow wealth more efficiently. With the right tools in place, you can make better informed decisions at every step.