Investment Strategy
Direct Indexing Strategy
Skip the fund wrapper. Own every stock directly for sharper tax management and true portfolio customization.
Overview
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 stands out. Selectively realizing gains and losses at the single-stock level can add incremental after-tax value over time when harvesting opportunities are available, while tracking error and risk remain carefully managed. Evaluate your current risk profile with our free assessment tool.
It’s especially useful if you hold concentrated or highly appreciated stock, whether from vesting RSUs, a company sale, or an inherited position: own the individual names, harvest losses at the stock level, and diversify more tax-efficiently over time.
Key Benefits
The control of individual stock ownership with the breadth of an index.
You Own Every Share
Hold the individual stocks behind an index, not a fund. Full transparency, full control.
Precision Tax Management
Harvest gains and losses at the single-stock level to seek improved after-tax returns.
Invest Your Values
Include or exclude specific securities, sectors, or industries to reflect what matters to you.
Legacy Position Integration
Fold concentrated or inherited holdings into a diversified portfolio while managing the tax cost of transition.
Contact us
Own Your Index, Your Way
Let’s explore how direct indexing can add incremental after-tax value over time and a portfolio that truly fits you.
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