Direct indexing lets you own individual stocks within an index rather than a fund, which creates opportunities for tax-loss harvesting. If you sell stocks that have declined to realize losses, you can then use those losses to offset capital gains as you gradually sell down your concentrated position. The strategy typically unfolds over five to 10 years, depositing cash alongside your stock while the account tracks a benchmark and generates offsetting losses.
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.
