See how we do it
Solving the customization conundrum One of the primary benefits of direct indexing is the ability to change, whether fundamentally or tactically, portfolios at the security level while replicating an underlying index. But whether we’re tailoring around other positions, screening for impact or fundamental criteria, or trading to realize tax losses, the degree of change, by…
Annualized average tax savings from Q1 2020 through Q2 2023
Trade orders executed on behalf of 55ip clients in 2022— saving each one an average of 500 hours per year.
Assets powered by 55ip as of
July 30, 2023.