Insights

Investment Strategy

What is Direct Indexing?

What is direct indexing? Direct indexing is a powerful investment technique that involves investors purchasing the individual stocks that make up an index.

Start Building your Legacy

Have questions or just interested in learning more? Fill out the form and one of our advisors will reach out to cover anything you want to know. Whether it’s to get an answer to a specific question, or just to talk through something that’s on your mind – we’re here for you.

Have a Question?