This thematic equity Index provides investors with access to a curated selection of publicly traded companies poised to drive the modernization of infrastructure within the United States.
Most portfolios end up with allocations to both active and passive strategies but advisors and clients alike embrace direct indexing to improve the tax and fee efficiency of the overall portfolio.
Syntax Direct offers financial advisors a seamless front-to-back solution that covers every step of the index development process, from custom indexed portfolio creation to the immediate production of daily index files that support efficient asset management.
Many financial advisors do not know that tax loss harvesting is actually a strategy that can be implemented throughout the year as an ongoing component of portfolio management, rather than simply addressing it at the end of the year.
Changes in market dynamics during the past decade called into question the effectiveness of a 60/40 portfolio. But look through the noise and this classic allocation is alive and well.
