Dynamic Tax Aware Core Fixed Income

Offit Capital manages a proprietary, tax-sensitive fixed-income management strategy (DTAC), offered as an investment option to our wealthy individual and family clients.

Dynamic Tax Aware Core serves as a core component of a well-balanced portfolio, aiding in capital preservation while creating tax-efficient income and capital appreciation through total return.

With more than
$2.5 Billion
in assets under management

as of 12/31/2022

DTAC is managed by a team of experienced fixed income specialists, many of whom are veterans of OFFITBANK.

The team provides insights into the fixed income markets, often explaining to our clients in great detail how a tax-sensitive strategy can support their investment objectives.