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, FusionIQ,Virtue Capital Management, Schwab, Amplify, Lynk,FusionCM, Qdeck, Advyzon, Quorus, C8 Technologies, intelliflo.