Gain your Edge

Customize your holdings based on your values, investment strategy, and risk tolerance.

We monitor holdings for losses all year long—not just in December. We use tax-loss harvesting only if the tax benefit offsets the transaction costs and if tracking error can be kept within a predetermined margin.

Save on expense ratios by directly owning stocks instead of paying for ETF or mutual fund management fees.

By designing a transition plan using direct indexing, investors can move their existing holdings directly into to the new portfolio, receive a result similar to the index, while dealing with their tax liabilities over a set number of years.