Customize Portfolios in a Tax-Efficient Way Through Direct Indexing

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 .