Direct Indexing: Maximize Tax Alpha and Drive Growth


    Direct indexing is more popular than ever and will surpass the growth rate of exchange traded funds (ETFs) and mutual funds over the next five years. Historically, the only way to buy an index has been by using a pooled vehicle like a mutual fund or ETF. However, recent technological advances, such as innovations in digital investment platforms that enable automated, sophisticated optimization capabilities, have made the individual security ownership of an index generally accessible to retail investors.

    Direct indexing can be an extremely valuable tool for advisors who want to incorporate the risk and return predictability of an index into a multi-asset portfolio for their clients. Take part in this webinar and discover:

    • How Consultants Use Direct Indexing to Drive Growth
    • Ways to combine direct indexing with ESG to create enterprise level solutions based on collective customer preferences
    • How direct indexing can lower product costs while increasing post-tax value for customers

    Register today to secure your seat.

    CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are still pending.

    Funded by

    Barrett Ayers

    Clint Sorenson, CFA®, CMT®
    WealthShield, LLC

    Jimmy Goolsby, AIF®
    Founder and CEO
    Paragon Investment Advisor

    Michael Mansur, CFP ™
    Founding advisor to the ORG Partners Advisor Group
    Castleview partner


    Please enter your comment!
    Please enter your name here