Product - Direct indexing

Direct Indexing

A low-cost, market-cap-weighted solution with sophisticated tax management.

What you get

Passive portfolios with sophisticated tax management

Commonly used passive strategies for low-cost beta portfolios.

Continuous harvesting at the individual lot level to capture losses as they arise.

Industry, sector, ticker, and values-based screens for portfolios.

Move a legacy, low-basis position into the index without a day-one tax hit.

Common use cases

Reduce concentration gradually while harvesting losses, without selling all at once.

Move a low-basis book into the index without a day-one tax hit.

Capture losses at the lot level to offset gains across the household.

Apply screens and tilts to a market-cap index while staying tax-aware.

Indices offered

Licensed from Solactive AG. We manage the tax overlay on whichever benchmark you choose.

Getting started is easy

From strategy to trading, we handle the tax overlay at every step.

Choose the benchmark or passive strategy you want to run for the account.

Set industry, sector, ticker, and values-based screens for the portfolio.

Define gain and loss targets so the overlay manages to your tax objectives.

We implement the index as individual lots and run the tax overlay, always on.