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Direct indexing can produce a portfolio that brings tax benefits and aligns with your personal values

1 month ago   |   By Business Insider

Direct indexing provides more power to customize your holdings. FG Trade/Getty
Direct indexing enables investors to individually own the underlying securities that make up an index.
Investors can customize their strategy, such as to save on taxes, rather than track the index exactly.
Direct indexing fees and account minimums can be much higher than investing in index funds.
When investors want to gain exposure to broad market segments, they often turn to index investing. By investing in a S&P 500 index fund, for example, an investor can essentially spread their money out across 500 large...
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