Is Direct Indexing the Right Strategy for Your Investment Goals?

In this video, Christopher Klein, CFP® of the Liberty One Wealth Advisors team introduces you to Direct Indexing—a powerful strategy that can give you greater control over your portfolio. Unlike traditional index funds, Direct Indexing allows you to directly own individual stocks within an index, offering unique opportunities to tailor your investments to your personal values, optimize tax efficiency, and align with your specific financial goals.

Whether you're interested in managing your tax impact, integrating ESG factors, or customizing your portfolio, this video will educate you on how Direct Indexing can be a game-changer for your financial future. Join us to learn how this innovative approach can help you take your investments to the next level.

Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.