See how we do it
partners & integrations
Direct indexing allows investors and advisors to build a portfolio with individual stocks that represent a chosen index by directly owning each security. Long viewed as an option for only high net worth investors, the strategy has gained broader appeal and growing market share with the development of new trading technology, fractional share investing and declining fees.
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.
Experience the Benefits
Leverage our platform and team to grow your business while maintaining control of investment and tax budget decisions.
Let’s grow your businessGet Started
Let us show you how to leverage our platform—and team—to create your custom tax management strategy.
News