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Direct Indexing

A modern approach to investment customization designed to deliver tax efficiency, personalization, and competitive advantages for financial advisors and their clients.

CUSTOMIZATION = COMPETITIVE EDGE Direct indexing provides financial advisors with powerful tools designed to differentiate their practice and deliver enhanced value to clients.

Create indexes designed to your exact specifications, allowing for truly personalized client portfolios that align with their unique goals.

Tailored Investment Solutions

Create indexes designed to your exact specifications, allowing for truly personalized client portfolios that align with their unique goals.
Target or avoid specific companies or industries based on client preferences, ESG concerns, or ethical considerations.

Values-Based Investing

Target or avoid specific companies or industries based on client preferences, ESG concerns, or ethical considerations.
Target specific factor exposures (value, momentum, quality, etc.) to potentially enhance returns based on academic research.

Factor Optimization

Target specific factor exposures (value, momentum, quality, etc.) to potentially enhance returns based on academic research.
Strategically realize losses at the individual security level to offset capital gains, potentially improving after-tax returns.

Tax-Loss Harvesting

Strategically realize losses at the individual security level to offset capital gains, potentially improving after-tax returns.
Reduce overall investment costs by eliminating fund expense ratios and optimizing trading practices.

Cost Efficiency

Reduce overall investment costs by eliminating fund expense ratios and optimizing trading practices.

Click here for the white paper on The Future of Investing: Direct Indexing

This white paper is meant for institutional audience only. By clicking on this link and accessing the report, you represent that you are in the financial services industry and would be considered an “Institutional” audience. The report for informational purposes and is not meant to be a solicitation to buy securities or a recommendation to employ a certain strategy. Opinions within the report are those of the author and not necessarily the opinion of TruEdge Asset Management.

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TRUEDGE Asset Management, LLC is a federally registered Investment adviser under the Investment Advisers Act of 1940.

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