How Direct Indexing is Changing the Game

For years, direct indexing was thought of as a portfolio strategy reserved for the high net worth. That time is over. Now, advisors of all sizes can serve clients of any wealth level with customized SMA strategies—and do it at scale. In this white paper, you’ll learn about the history of direct indexing and why so many advisors find it preferable to portfolios constructed from ETFs and mutual funds.

cover, Direct Indexing Whitepaper