We recently hosted an exciting AQR Flex event, featuring Sonu Varghese, Ph.D., Vice President, and Global Macro Strategist with the Carson Investment team.
This exclusive product, AQR Flex, offers unique advantages, particularly for CPAs working with clients involved in selling businesses or navigating transactions with significant tax implications.
What is AQR Flex? AQR Flex is an investment solution designed to enhance net proceeds by dramatically reducing capital gains tax liability from business transactions or from a large asset sales.
If you’re a CPA interested in learning more about AQR Flex or discussing how it might apply to your clients, we’d love to connect! Reach out to schedule a meeting with one of our wealth advisors today.
Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). The minimum investment amount for AQR Flex 250/150 is $3 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). A separate portfolio margin agreement is required.
