Direct Indexing Channel

Tax Alpha, Total Customization, and Five Minutes a Quarter: Alpha Vee Makes the Case for Direct Indexing

Direct indexing promises tax alpha, hyper-personalized portfolios, and a clear answer to the fee justification question. But how does it work for an independent advisor managing real client accounts? Alpha Vee Solutions Co-Founder Leigh Eichel and Black Knight Wealth Management’s Brentt Shropshire get specific—covering everything from concentrated position unwinding to a quarterly rebalancing workflow that takes under five minutes. The case for direct indexing is stronger than most advisors realize.

Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha

Most direct indexing providers license external benchmarks and call it a day. Alpha Vee Solutions builds and maintains its own—and Co-Founder and CEO Leigh Eichel says that distinction shapes everything downstream, from tax-loss harvesting and advisor control to the risk management layer most products skip entirely. With small and midcap stocks surging to lead the market in early 2026, the timing of Alpha Vee’s multi-cap strategy suite makes the conversation especially timely.

How FTSE Russell’s Custom Indexing Solutions Can Help Advisors Meet Growing Demand for Personalization

Clients demand tax efficiency, concentration risk management, and values-aligned investing—challenges that traditional index funds struggle to address. FTSE Russell’s custom indexing solutions combine the Russell US Indexes with bespoke benchmark development and overlay strategies to help advisors deliver personalized portfolios at scale. Survey data reveals 76% of advisors use or plan to use direct indexing within 12 months, yet implementation concerns persist. Discover how the right index foundation can simplify adoption and improve outcomes.

How Orion Rethinks Direct Indexing from the Ground Up

Many direct indexing platforms start with a standard benchmark and layer customization on top. Orion reverses that model. Andrew Rosenberger, Head of Custom Indexing at Orion, explains how the firm built technology flexible enough to support 2,200 different investment philosophies—from proprietary factor models to third-party strategist portfolios—while addressing the tax transition challenge too many platforms ignore.

Scaling Personalization: How MSCI Wealth Empowers Advisors to Deliver Tailored Portfolios

Paul Riccardella from MSCI Wealth explains how the firm’s institutional-grade data, analytics, and portfolio management tools help advisors deliver personalized portfolios without sacrificing efficiency. From tax optimization that might yield benefits for a decade to screening capabilities that reflect client values, MSCI Wealth seeks to make customization scalable while positioning itself as a comprehensive solution provider.

Alpha Vee Solutions: Powering the Next Generation of Direct Indexing

Direct indexing promises customization, but delivering on that promise requires sophisticated technology and disciplined methodology. Alpha Vee Co-Founder and CEO Leigh Eichel explains how the firm built its platform around risk management first, investing nearly $15 million in proprietary technology to handle tax-loss harvesting, portfolio transitions, and complex client situations across thousands of accounts. From its roots as an ETF index provider to its current focus on separately managed accounts, Alpha Vee brings quantitative rigor to personalized portfolio solutions.

Seeds: Direct Indexing Starts with Understanding the Client, Not the Capabilities

Direct indexing offers powerful capabilities—tax-loss harvesting, values-based screening, concentrated position management. But Zach Conway, CEO and Founder of Seeds, argues the conversation often stops at the advisor level. The client gets a pitch deck without clarity about how the solution fits their situation. Seeds aims to flip the script by starting with deep client understanding before determining which product solutions make sense. The framework helps advisors answer a simpler question: who should get direct indexing, and why?