Tax-Aware Long-Short
Risk Managed
A long-short equity strategy for taxable portfolios
Smithbrook, LLC is a registered investment adviser in the State of Oregon. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The information presented on this website is limited to our tax-aware long/short equity strategy and is intended for informational purposes only. Additional services, including wealth advisory, are offered on a limited basis to certain legacy clients and are not actively marketed. For a complete description of our services, please refer to our Form ADV Part 2A.
A Smarter Structure for Taxable portfolios
Smithbrook offers a coordinated long/short equity strategy designed for taxable investors. We combine direct indexing with options-based short exposure — not just to reduce risk, but to engage with it. This structure supports loss harvesting across market cycles and channels volatility into potential after-tax advantage.The result is a differentiated approach that complements existing allocations, and seeks to improve capital efficiency while keeping risk and tax central to the process.
Key Design Principles
Tax-Aware Long-Short: Built to support loss harvesting across market cycles and help manage tax impact efficiently.
Risk-Managed: Active management of exposures seeks to reduce drawdowns, promote consistency, and treat volatility as a resource—not a risk to avoid.
Independent & Aligned: SMAs provide transparency, customization, and control.
Portfolio Complement: Integrates with existing holdings — including concentrated, low-basis, or traditional diversifiers — to support capital efficiency and tax planning.
About Smithbrook
Smithbrook is an independent investment adviser specializing in tax-aware, risk-managed long-short strategies for taxable investors. We manage these strategies through SMAs for high-net-worth individuals, family offices, and advisory firms.Our approach reflects a clear philosophy: preparation over prediction, with risk and tax at the core.
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Discover how a tax-aware, risk-managed long-short strategy can work in your portfolio.