At first it was customized equity Separately Managed Accounts (SMAs) for High Net Worth (HNW) and institutional investors. Then after a couple of decades, the term "Direct Indexing" was coined, despite the same investment strategies -- just more investor interest!
You are invited to attend this event to learn about Direct Indexing, and how these equity SMAs can be customized. For the HNW segment of the market place, why and when Direct Indexing with Tax-Loss Harvesting may make sense (hint: tax bracket, Schedule D gains, final asset disposition, and time horizon). Is Direct Indexing the right solution for everyone (hint: not even close)? But, for those where it may make sense, how attractive can the tax economics be?
To view the Speaker's bio - click here!
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