Direct Indexing

The newest innovation in asset management. SMA/UMA technology now affords investors Direct access to personalized baskets of securities.
Lower cost | Customized | Tax Alpha.
Our strategies, customized or off-the-shelf, are designed for advisors looking for investment strategies on various TurnKey-Asset- Management Platforms (TAMPs).
Currently available through the following platforms:

Smartx, Smartleaf, C8 Technologies, Virtue Capital Management, BX partners.

Alpha Vee Solutions Ltd

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