What if you could mirror an entire index and take charge of your tax strategy? That’s the advantage of direct indexing. Rather than buying a fund, you own the underlying stocks, giving you flexibility and control others can’t.
Here’s what that means for you:
✅ Maintain full market exposure and diversification
✅ Harvest losses from specific positions, even in rising markets
✅ Potentially reduce taxable gains and improve after-tax returns
Want to learn more on how this strategy can benefit you? Reach out to us to schedule a complimentary Q&A with one of our team members.
