Does DCM do anything to help manage Capital Gains Taxes?
Because of the low turnover in accounts due to a long-term investment strategy, there will naturally be fewer capital gains taken. However, DCM considers the capital gains implications in every sale of securities for each individual account holder. This is particularly true when clients first transition to DCM from an outside institution. In addition, where instructions about timing of capital gains in a calendar year are given, DCM will always honor those requests.
