![Asset Location & Tax Management Inside a Portfolio [Ideal Clients, Selling Points, & Case Study]](https://i0.wp.com/www.figmarketing.com/blog/wp-content/uploads/2022/11/FIG-LP-AssetLocation-11.01.22-Header-BL-e1667333573600.png?resize=1116%2C650&ssl=1)
What is asset location and how is it a part of tax management within a portfolio?
Sure, everyone’s heard of asset allocation in a portfolio. Asset allocation is simply the risk management of a portfolio and how assets are invested across different types of investments.
Some examples are stocks, bonds, exchange-traded funds (ETFs), and real estate investment trusts (REITs).