Why subscribe?

The Tax Alpha Insider is the only publication focused on taxable portfolio strategy and the pursuit of tax alpha.

I write about:

  • Direct indexing and its variants and vendors

  • Tax-aware long-short strategies (e.g., 130/30)

  • Fixed-income tax strategy (e.g., municipal bonds)

  • ETF taxation and innovation

  • Occasionally about trust and estate products

My audience is investment advisers and sub-advisers serving HNW families who want to:

  • Keep up with the latest in taxable portfolio management

  • Understand tax strategy through examples and illustrations

  • Know the vendors delivering state-of-the-art tax products

Who am I?

Brent Sullivan, a darn nice fella

I am Brent Sullivan, a taxable wealth consultant and software developer. Connect with me on LinkedIn.

About me:

  • Studied financial engineering at Cornell

  • Worked on PIMCO’s trading floor

  • Worked as a software developer at Parametric

  • Worked as a DevOps engineer at Zillow Group

  • Raised money as a VC-backed founder

  • Started my taxable product marketing and strategy consultancy, Tax Alpha, LLC in Dec 2023

  • Founded ADVDB.co, an investment adviser database, in Mar 2024

  • Live in Seattle, WA with my wife, two boys, and our yellow Lab named Ace

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Taxable Portfolio Strategy for HNW Investors


👋 I write about taxable portfolio strategy for HNW investors 💸