For years, direct indexing was thought of as a portfolio strategy reserved for the high net worth investors or ETF manufacturers.
That time is over.
As technology continues to advance and investor preferences shift, direct indexing is likely to continue evolving to meet the demands of modern investing. In Part 1 of our 2-part series, we explore the start of direct indexing and the obstacles and opportunities face today when it comes to utilizing this powerful investment tool.
Click here to watch Part 2: Indexing 201 – where we discuss the new rules of investing with direct indexing.
Click here to view our suite of custom indices and fact sheets!