They serve different purposes. Direct indexing can gradually reduce your position over years by generating tax losses to offset gains, making it ideal for patient investors who want to manage taxes over time. An options collar provides immediate downside protection by hedging the position without selling shares, but it caps your upside. It’s possible to combine them: direct indexing for multiyear diversification that manages taxes and a collar for near-term protection.
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.
