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Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
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Investment Strategy
Skip the fund wrapper. Own every stock directly for sharper tax management and true portfolio customization.
Index-level returns without the index fund. Direct indexing lets you hold the individual securities that compose a benchmark, giving you the flexibility to harvest losses, express personal values, and manage concentrated positions — all while maintaining broad market exposure.
Tax efficiency is where this strategy shines. Selectively realizing gains and losses at the single-stock level can meaningfully improve after-tax performance over time, while tracking error and risk remain carefully managed. Evaluate your current risk profile with our free assessment tool.
The control of individual stock ownership with the breadth of an index.
Hold the individual stocks behind an index — not a fund. Full transparency, full control.
Harvest gains and losses at the single-stock level to systematically improve after-tax returns.
Include or exclude specific securities, sectors, or industries to reflect what matters to you.
Fold concentrated or inherited holdings into a diversified portfolio while managing the tax cost of transition.
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Let’s explore how direct indexing can unlock better tax outcomes and a portfolio that truly fits you.
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. The information on this page is for educational purposes only and does not constitute investment advice or a solicitation to buy or sell securities. Please review our disclosures for additional important information.