What if you could own every stock in an index and still control your taxes? That’s the power of direct indexing. Instead of buying a fund, you own the individual stocks, giving you more flexibility and control. That means:
✅ Stay fully invested and diversified
✅ Harvest losses from specific holdings — even when markets are up
✅ Reduce taxable gains and enhance after-tax returns
For high-net-worth investors facing liquidity events, direct indexing can turn market volatility into long-term tax efficiency. And with long/short overlays, you can add an institutional-level layer of precision, blending exposure control with year-round tax management.
At Liberty One Wealth Advisors, we believe in clear, thorough planning to preserve, sustain, and grow our clients’ wealth over a long-term time period. Whether you’re planning for the future or need assistance with current financial challenges, we’re ready to help. Reach out to us to schedule a complimentary Q&A with one of our team members.
