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, Virtue Capital Management, Amplify, Lynk, Fusion, Quorus, C8 Technologies.