Direct Indexing
Personalized index investing that empowers you to own individual stocks, optimize tax efficiency, and align your portfolio with your unique goals and value
KPP Direct Indexing Strategies
KPP Financial offers four core custom indexing strategies, but we have the flexibility and expertise to tailor your portfolio to any specific preferences or objectives you may have.
KPP Global ADR SMA
Exposure to a global portfolio of stocks. 70/30 target US/International allocation.
KPP U.S. Core SMA
Broad exposure to 3,000 U.S. companies across all market caps. Covers -98% of the total U.S. equity market.
KPP U.S. Dividend Focused SMA
Focuses on large U.S. companies with strong balance sheets and dividend payments.
KPP U.S. SMD Core SMA
Offers exposure to .S. small and mid-cap companies. Covers about 22% of the total U.S. equity market.
What Is Direct Indexing?
Key Benefits
Unlock the elite advantages of direct indexing.
Tax Optimization
Enables strategic tax-loss harvesting by selling individual stocks at a loss to offset capital gains, potentially adding 1% or more to after-tax returns annually
Portfolio Customization
Provides unprecedented flexibility to exclude specific stocks, sectors, or companies based on personal values, investment goals, or risk tolerance
Enhanced Control Over Capital Gains
Unlike mutual funds that distribute mandatory capital gains, direct indexing allows investors to control when and how gains are realized, providing more tax-efficient management
Concentrated Stock Management
Offers a sophisticated approach to diversifying concentrated stock positions while maintaining market exposure and managing individual stock risk.
Personalized ESG Integration
Allows investors to align portfolios with environmental, social, and governance principles by selectively including or excluding stocks based on specific criteria
Unsure of What Type of Investor You Are?
Take our Risk Assessment Questionnaire to determine which one of our programs works best for you.