“As a quant fund, we pride ourselves on using data to find market inefficiencies. But we were missing a huge inefficiency in our own operations: our tax strategy. Our previous Big Four firm was costing us millions in missed opportunities.
Switching to Barr Advanced Tax Solutions was like upgrading from a calculator to a supercomputer. They showed us how to apply our quantitative approach to tax optimization. Their team worked with us to develop algorithms that factor in tax implications in real-time, allowing us to make trades that are not just profitable, but tax-efficient.
The results have been staggering. Our after-tax returns increased by 22% in the first year alone. But it didn’t stop there. Barr’s Pre-Tax Investing strategies allowed us to offer a unique proposition to investors: the ability to invest more capital upfront by deferring taxes.
In three years, we’ve grown to $3.2 billion AUM. Our performance has skyrocketed, not just because of market gains, but because we’re now operating in a tax-optimized manner at every level. Barr didn’t just do our taxes; they became an integral part of our quantitative strategy.”