Direct indexing may be worth considering if you have a meaningful taxable portfolio, a high marginal tax rate, and regular capital gains from other sources such as concentrated stock, real estate, or business sales. The strategy can be effective when losses offset gains taxed at higher rates. An analysis with a Mercer Advisors wealth advisor can help you determine whether the potential tax alpha justifies the approach for your situation.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
