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Direct Indexing: Too many stocks? Meet the Compact DITM solution

GMAM introduces the next generation in Direct Indexing. Manageably sized direct index portfolios with personalization and tax-aware capabilities


Click to Get our White Paper - Direct Indexing - A Powerful Investment Tool; What Is It, and Is It for You?

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.

Key Benefits

 Fewer Securities

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.  



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Flexibility

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.




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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.

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Get a diversified Global Direct Index Portfolio comprised of only 33 stocks


We Will

Listen

To get the right answers, you have to ask the right questions.

- W.O Bentley, Founder, Bentley Motors


The Corollary

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.