Use Direct Indexing’s Screens and Tilts to Reflect Clients’ Values
July 28, 2023 at 08:00 AM EDT
Investors are increasingly wanting to customize their portfolios in a way that aligns with their values. And if it can be done in a way that could lead to a reduced tax bill? Even better. That’s where a direct indexing account can help. Direct indexing accounts are customizable separate accounts in which the investor owns [...] The post Use Direct Indexing’s Screens and Tilts to Reflect Clients’ Values appeared first on ETF Trends .
