Tax-managed funds use strategies like low turnover and loss harvesting at the fund level, but you do not control which securities are sold or when. Direct indexing gives you individual security ownership, so losses are harvested at the stock level and can be coordinated with your personal tax situation, charitable giving, and concentrated positions. It offers more personal control, while tax-managed funds may be less complex and require a lower minimum investment.
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.
