Direct Indexing Explained: Tax Alpha and Portfolio Customization Beyond ETFs
Update: 2025-10-01
Description
For investors with significant wealth, traditional index funds may not provide the customization or tax efficiency needed to optimize outcomes. In this episode, Scott and Nick explain how direct indexing can help investors achieve greater tax alpha, manage concentrated stock positions, and align portfolios with personal values. They also discuss key pitfalls to watch for and whether this innovative strategy makes sense in your situation.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
