"Finally! A to-do manual on how best to keep the money our investments make! Most investors—and most investment managers—invest as though taxes can’t be managed (or worse, don't exist). Doug Rogers has studied these issues as much as almost anyone in the finance world and has assembled a commonsense guide to help navigate our investment choices with an eye on the tax man's take."
—Robert D. Arnott
Chairman, Research Affiliates, LLC
Editor, Financial Analysts Journal

"Doug Rogers combines his many years of experience with a high degree of technical knowledge to create an innovative guide with a fresh perspective on tax-aware strategies.  In my opinion, it is an essential tool for private investors and wealth management professionals to manage portfolios holistically and effectively."
—Ralph C. Rittenour Jr.
Chairman and Chief Executive Officer, CTC Consulting, Inc.

"This is the definitive work on this complex and rapidly evolving subject. Doug Rogers covers an array of topics—including security analysis, portfolio construction methodologies, the manager search process, asset allocation, and technology developments—in a way that everyone can immediately apply to more effectively manage wealth from an after-tax perspective. Whether you are an investor, portfolio manager, investment consultant, private banker, financial adviser, accountant, or estate attorney, Tax-Aware Investment Management will give you the knowledge to allow you to differentiate yourself in today's competitive environment."
—Thomas J. Boczar, CFA, Esq.
Chairman, Private Wealth Management Committee,
New York Society of Security Analysts (NYSSA)