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
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
Fee Breakdown
$500,000 and Over 0.25% of Assets Per Quarter
Note – Billing occurs at the end of each quarter. It is calculated using the market value on an accrual basis of your account(s). Accrual basis means that dividends and interest ‘earned’ but not yet ‘posted’ as paid are used to compute the billing. The billing is also based on cash flow meaning all additions and subjections of funds in the client’s account during the billing period are prorated based on the number of business days left in the billing quarter. It is also rounded off to the nearest dollar amount.
Unsure of What Type of Investor You Are?
Take our Risk Assessment Questionnaire to determine which one of our programs works best for you.