Question

Who may benefit most from a long-short strategy?

Answer

Investors with concentrated stock positions, large upcoming taxable events, or portfolios that need tax-efficient repositioning may benefit.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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