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Are you looking for the potential to reduce tax drag, customize portfolios and attract high net worth clients with ONE investing strategy.

Find out how with our

Direct Indexing Masterclass!

Presented by

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aewm direct recuiting

You want to get in front of more high net worth clients and prospects.

One way to accomplish this? Implement strategies to address taxes and boost growth within their portfolios.

Direct indexing is an innovative strategy designed for high net worth investors. It offers:

  • In most cases, better tax efficiency through proactive and regular tax-loss harvesting and capital gains budgeting
  • The ability to tailor portfolios for your clients’ specific needs and goals
  • Ways to reduce or eliminate underlying expenses within a portfolio
  • Opportunity to boost portfolio growth over time

Best of all, offering direct indexing will set you apart from other advisors — making you the obvious choice for prospective clients!

Presenters:

Ben Sullivan

Ben Sullivan, CFA®, CFP®

Chief Investment Officer

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Sam Shore, CMT®

Director of Investment Strategy

Want to learn more?

Join us for our
Direct Indexing Masterclass

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