Full Customization through Direct Indexing

Our Co-founder and Managing Partner, Jim Dilworth, offers his thoughts on Schwab piloting a direct indexing solution.

One of the benefits Jim highlights is the power this type of customization has for advisors to tailor each client's portfolio to their values and beliefs. "The primary benefit that you're reading about is actually legit: this idea of full customization, depending on the client's use case. That's where the value for the advisor is the strongest,” he said.

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Credit: Wealth Management, September 28, 2021