What matters most to you in a client-advisor relationship? Does your firm have a mission and vision? What value do you provide for your clients—and how will you deliver it? How are you helping them meet their financial goals?
Syntax Data’s output includes back-tested performance, detailed statistical analysis, and an institutional-grade methodology document that provides total transparency into the investment process.
For investors seeking liquidity beyond conventional loans, a portfolio line of credit enables you to borrow against your investments, converting your portfolio (this includes your direct index) into a ready source of funds.
Anu Rajakumar chats with Jacob Greene, Head Strategist for Custom Direct Investing, to understand more about what it takes to craft customized portfolios while incorporating a multitude of factors within today’s investment landscape.
Most investors want to see their investments appreciate, however, they may not be prepared for the capital gains taxes that could arise when selling. One way to potentially reduce the impact of taxes is to utilize a direct indexing strategy that uses active tax-loss harvesting to help offset realized gains.
Even those who remain wary of direct indexing might be working from old assumptions. SMAs have come a long way. The ability to customize them for individual clients has come even farther. Let's dig into "conventional wisdom" in search of the truth.
The tremendous returns of the Magnificent Seven have received great attention. This paper demonstrates the impact of the Magnificent Seven on the large cap market and highlights their remarkable return of 30.3% per year over the past five years.
