Utilizing Direct Indexing to Maximize Tax Advantages and Consumer Worth

Sponsored by:

Direct indexing is now not a distinct segment technique; it has change into a robust, versatile instrument for advisors
seeking to ship tax-efficient personalised portfolios at scale. As consumer expectations rise and
monetary lives develop extra advanced, particularly amongst enterprise house owners and high-net-worth
people, advisors are more and more turning to customized indexing to deal with particular tax and
planning challenges.

This webcast will discover how direct indexing might help advisors handle concentrated positions,
mitigate capital beneficial properties and harvest losses throughout key liquidity occasions corresponding to enterprise gross sales,
mergers and possession transitions, with out sacrificing market publicity, portfolio diversification
or alignment with long-term targets. We’ll additionally study methods to proactively construct a tax-loss
reserve that helps long-term planning and reduces future tax drag, whereas addressing the commonest questions advisors face when implementing and managing these methods.

By attending this webcast, you’ll uncover:
• How main corporations are implementing direct indexing in real-world planning situations
• Methods for navigating consumer conversations round customized indexing and tax outcomes
• Sensible ideas for managing these options over time to ship lasting worth

Whether or not you’re refining your funding course of or increasing your planning toolkit, this session
will present actionable insights that can assist you scale personalization and deepen consumer relationships
in moments that matter most.

Audio system: 

Scott Ferguson | Assume Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for Assume Advisor’s father or mother firm, Touchpoint Markets. Earlier than becoming a member of Touchpoint in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as workers author at each the Herald Information and the Asbury Park Press.

Andrew Rosenberger, CFA | SVP, Customized Indexing | Orion
Andrew Rosenberger, CFA is Head of Customized Indexing at Brinker Capital Investments, a model entity of Orion Advisor Options. On this position, he oversees the administration and monitoring of all investments beneath Orion’s Customized Indexing providing and is targeted on delivering tax optimized options to assist monetary advisors construct custom-made consumer portfolios with an emphasis on tax effectivity and tax transitions. Andrew earned his Bachelor of Science in Economics from The Pennsylvania State College and holds FINRA Collection 7 and 65 licenses. He’s a CFA® charterholder and member of the CFA® Society of Philadelphia.

Brian Andrew, CFA | Chief Funding Officer, Govt Vice President | Benefit Monetary Advisors
Brian Andrew, CFA®, Chief Funding Officer and Govt Vice President at Benefit Monetary Advisors, focuses on managing Benefit’s funding technique and group to supply funding options for advisors and their purchasers. Brian enjoys understanding the financial system and markets and serving to advisors construct funding methods for his or her purchasers. Brian acquired his B.S. in Finance from the College of Minnesota and accomplished the CFA®/Harvard Funding Administration Program. Brian likes to journey with household, ski, and revel in motorbike journey.

Register Now!

Cannot attend? Register right here for an on-demand recording after the webcast.