What Is Direct Indexing? (EP.95)

As consumers, we've come to expect customization and personalization with most things these days, whether it's our coffee order, streaming preferences, or insurance policies…So why should our investments be any different?

 

With direct indexing, investors can create custom portfolios based on their specific goals, values, and preferences. 

 

Listen now and learn:

• How direct indexing differs from ETFs and mutual funds
• The benefits of direct indexing
• Types of investors best suited for direct indexing

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.