Innovative portfolio solutions for the Index investor
Choose from one of our revolutionary global Compact DITM Direct Index portfolios, or we will work with you to create your own bespoke index.
Rather than 150 -200 securities which create a blizzard of confirmations, transaction reports, and proxy votes, a typical Compact DITM portfolio is approximately 25 - 30 securities. Our proprietary algorithm selects fewer securities in replicating the index while still providing diversification across all the major index sectors. The end result is a happier investor and Advisor.
If one of our US or International portfolios don't meet your requirements our algorithm can replicate virtually any index. For those who would like to combine Passive with Active we also provide access to our unique tactical portfolios (including fixed income), or, if you like we can perform asset allocation for you.
Tax-Aware and Social Value Options
One of the attractions of Direct Indexing or Separately Managed accounts (SMA's) is the ability to perform tax-loss-harvesting, and manage concentrated stock positions. For that reason we look for opportunities every day - not just end of year.
Additionally, just as we take a global or world view in investing we respect your world view from a social values and religious perspective and will work with you to develop a meaningful portfolio.
Get a diversified Global Direct Index Portfolio comprised of only 33 stocks
To get the right answers, you have to ask the right questions.
- W.O Bentley, Founder, Bentley Motors
In order to ask the right questions, you need the right experience.
- Don Cody, Founder, Global Macro Asset Management
Treat You as a Partner
We are not looking for hundreds of clients. We are looking for a limited number of great relationships.
Always Act in Your Best Interest
As a fee-only Registered Investment Advisor, we always work in your best interests, adhering to the strictest ethical and regulatory standards. We receive no commissions and have no conflicts of interest.