Contact a Financial Professional
Our team of seasoned financial professionals are here to guide you through the complexities of asset management and tailor strategies that align with your unique goals. If you’re looking to optimize an investment portfolio, explore innovative strategies, or simply want to learn more, we’re committed to providing personalized, top-tier service every step of the way.
Connecting with us is simple and convenient. Just reach out via email or through our secure digital platform, and a dedicated financial professional will promptly assist you. From in-depth consultations to ongoing support, we’re here to assist you on your financial journey and believe we can help make it both successful and stress-free.
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Go Digital with Direct Online Access
Utilize our easy-to-use direct digital access portal for simpler, speedier and more secure portfolio solutions.
Client View Portal Login
Enjoy a greater level of convenience and security with a simplified, secure login process.
Digitial Platform Access
See your full portfolio picture at your own pace with self-service access, available on desktop and mobile.
Digitial Implementation
Choose a strategy, properly allocate funds, and configure alerts to stay up to date with the latest information about your accounts.
What is Direct Indexing?
Direct indexing involves purchasing each, or a selection of, the component stocks of an index at the appropriate weights, rather than buying shares of a pooled fund company that seeks to track the index.
Direct indexing can provide greater autonomy, control, and tax advantages to certain investors over owning an index-based Mutual Fund or an Exchange Traded Fund.
What is Enhanced Indexing?
Enhanced indexing is a portfolio management approach that attempts to amplify the returns of an underlying index, thereby outperforming the original index.
An index can be enhanced through the selection process by evaluating and confirming the relative success of the companies within the universe of businesses in the asset class.
An enhanced index uses alternative index construction methodology and rules, which are designed to improve upon the traditional market capitalization-based indices.
Enhanced indexing seeks to combine the benefits of passive investing and the advantages of active investing strategies in one solution.
What is Custom Indexing?
Custom indices give the managers additional flexibility in the selection and construction process.
Managers can create their own stock index, which is often a unique collection of stocks, based on a different set of rules or principles.
Investors also have additional options in defining how their funds are invested, which can take the form of preferences, principles, or values.
With custom indexing, it’s possible to create additional criteria that can take the form of exclusions, effectively eliminating companies defined as undesirable.
Conversely, a manager or investor can modify the selection criteria to only include companies that have been defined as desirable.
Expense Ratios & Fees
Our goal is to provide transparency in relation to costs and expenses. Enhanced and custom indexing strategies are typically offered at lower costs than mutual funds or active managers. Please reach out to see our published pricing.
Tax Efficiency
We do not give tax advice, and always recommend all investors get counsel from a tax professional. However, for taxable investors, our quarterly rebalance intervals provide an active tax management process that third-party research shows can add 1%–2% in after-tax excess returns.*
* Shomesh E. Chaudhuri, Terence C. Burnham, and Andrew W. Lo. 2020. “An Empirical Evaluation of Tax-Loss-Harvesting Alpha.” Financial Analysts Journal 76:3, 99–108. This study did not involve Index Technologies Group, LLC, SuperDex or its clients. We do not provide tax advice of any kind, there is no guarantee that any tax-management strategy will result in increased after-tax returns. Results will differ based on an individual investor’s circumstances.
Transparency
All stocks are held directly in client separate accounts, without the need or expense of a pooled fund, and can witness the rebalancing, which provides for the highest level of transparency.
Flexibility
Investors have the flexibility to participate in different strategies, rotate between strategies, and the design of their overall portfolio. Because our investors hold their stocks directly, in separate accounts, strategies are easily exchanged and/or replaced.
Investors can customize their own index to seek performance, align their portfolio with their values, work out of concentrated positions, optimize portfolio construction, and more. However, different minimums could apply; call us for details.
Minimum Investments
One of our primary objectives is to democratize the most sophisticated investment strategies in the industry by making our version of quantitative investment strategies available to most investors. If electing to go through digital access, our minimums are $25,000 per strategy. Some other restrictions may apply for customization; please call us for details.