Introducing: Automated Tax-Loss Harvesting
Mar 28, 2025
Truvius is excited to announce we're bringing automated tax-loss harvesting to our systematic digital asset portfolios! This is a major feature for digital asset management and lends itself well to our systematic investment approach.
When you invest with Truvius, you not only get:
Your own separately managed account at a qualified custodian
Access to our suite of dozens of thematic, diversified digital asset portfolios spanning 30+ assets, all automatically rebalanced for you
You now also get fully automated tax-loss harvesting for your portfolio – something that’s typically difficult for humans to do and generally not possible with other instruments like crypto ETFs.
Our tax-loss harvesting software maximizes tax efficiencies for your portfolio – all automatically – resulting in year-end tax savings for you.
Here's how it works:
Pick your expert-built digital asset portfolio
Our actively managed investments are built by quants, automatically rebalanced, and recommended to you based on your personal risk preferences
Our system automatically identifies your losses
Our system detects and automatically sells losing investments
We automatically “harvest” your losses
Once your losses are detected and sold, they can be claimed as tax deductions and used to offset your taxable gains
You get a lower tax bill
Our diversified portfolios provide broad investment exposure and maximize tax efficiencies – all automatically – resulting in year-end tax savings for you
Pay less in taxes today, keep more of your assets invested for the long run
Over time, our software repeatedly performs this process – something that’s typically difficult and cumbersome for human advisors to do
Important Disclaimer
Truvius does not provide tax advice. This communication and the information contained herein is confidential and is intended solely for the information of the person to whom it has been delivered. It is not to be reproduced, used, distributed or disclosed, in whole or in part, to third parties without the prior written consent of Truvius. Neither Truvius nor any principal or agent guarantees or makes any representations as to the performance of any investment product, other investment vehicle or account managed by Truvius, the repayment of capital, income payments or any particular rate of capital or income return. All performance and risk targets contained herein are subject to revisions by Truvius and are provided solely as a guide to current expectations. There can be no assurance that Truvius’ strategy, or any of the investments shown herein will achieve any targets or projections, or that there will be any return on capital. Historic performance is not necessarily indicative of future performance, which could vary substantially.
The information presented herein, including, but not limited to, Truvius’ organizational structure, investment experience/views, returns or performance, investment strategies, risk management, market opportunity, representative strategies, portfolio construction, capitalizations, expectations, targets, parameters, guidelines, and positions may involve Truvius’ views, estimates, assumptions, facts and information from other sources that are believed to be accurate and reliable and are as of the date this information is presented, any of which may change without notice. Truvius has no obligation (express or implied) to update any or all of the information contained herein or to advise you of any changes; nor does Truvius make any express or implied warranties or representations as to the completeness or accuracy or accept responsibility for errors. The information presented is for illustrative purposes only and does not constitute an exhaustive explanation of the investment process, investment strategies or risk management. No person (other than Truvius and its principals and employees) has been authorized to make any statement concerning Truvius and any such statements, if made, may not be relied upon. This communication has been prepared from original sources and data believed to be reliable. However, no representations are made as to the accuracy or completeness thereof. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstance existing or changes occurring after the date hereof. Certain information contained in the presentation may constitute forward looking statements, which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negative thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of any investment product, other investment vehicle or account managed by Truvius may differ materially from those reflected or contemplated in such forward-looking statements. This document is being provided for informational purposes only, and is being communicated for the purpose of ascertaining levels of interest in the investment products offered by Truvius. These materials are not intended, and shall not be construed, as an offer to sell, or the solicitation of an offer to purchase, any security (including the investment products or any other vehicle or account managed by Truvius), the offer and/or sale of which can only be made by definitive offering documentation which will be provided to prospective investors in connection with any offering and which will contain material information that is not set forth herein, including risk factors relating to any such investment. All information, including projections and estimates, is subject to change without notice. Past performance is not necessarily indicative of future results. Please read our Form ADV Part 2A and Form CRS for more information.
