![Asset Location & Tax Management Inside a Portfolio [Ideal Clients, Selling Points, & Case Study]](https://www.figmarketing.com/blog/wp-content/uploads/2022/09/FIG-LP-AssetLocation-09.01.22-Header-BL-1170x682.png)
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).