Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil EL&P Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries Customize Portfolios in a Tax-Efficient Way Through Direct Indexing By: ETF Trends June 30, 2023 at 15:47 PM EDT There are a few ways to diversify an overly concentrated portfolio. Equity derivative structures is one method. Another is through exchange traded funds. Equity collars is another option. But the most tax-efficient way for advisors to customize their clients’ portfolios is through direct indexing. A direct indexing portfolio is a separately managed account where the [...] The post Customize Portfolios in a Tax-Efficient Way Through Direct Indexing appeared first on ETF Trends . Read More >> Data & News supplied by www.cloudquote.io Stock quotes supplied by Barchart Quotes delayed at least 20 minutes. By accessing this page, you agree to the following Privacy Policy and Terms and Conditions.
Customize Portfolios in a Tax-Efficient Way Through Direct Indexing By: ETF Trends June 30, 2023 at 15:47 PM EDT There are a few ways to diversify an overly concentrated portfolio. Equity derivative structures is one method. Another is through exchange traded funds. Equity collars is another option. But the most tax-efficient way for advisors to customize their clients’ portfolios is through direct indexing. A direct indexing portfolio is a separately managed account where the [...] The post Customize Portfolios in a Tax-Efficient Way Through Direct Indexing appeared first on ETF Trends . Read More >>