Direct Indexing: Bringing Together Money and Meaning

We are excited to announce that we are now offering Direct Indexing for our clients with over $250,000 in assets. A direct indexing strategy is a customizable portfolio that holds individual stocks but mimics the general characteristics of the index. Your inputs and preferences combined with technology optimize a portfolio which seeks returns like the chosen index.

Are you interested in trying to accelerate the recognition of tax losses? Do you want to customize what types of businesses you invest in?  These portfolios take Bringing together Money and Meaning to a whole new level.  Contact us today for more information.

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