Investment strategies · Public Equities
Passive exposure. Thoughtful implementation.
We provide passive public-equity exposure through low-cost funds or direct indexing, as appropriate to the mandate.
Who it best serves
Investors with long-term growth objectives who want passive public-equity exposure, through low-cost funds or direct indexing, within a portfolio that also accounts for near-term needs.
How we manage it
Direct indexing holds individual securities to implement index exposure and can support tax-loss harvesting and agreed account preferences. Ongoing management considers portfolio alignment, cash flows, trading costs, and applicable taxes.
What can be tailored
Discuss your equity allocation, implementation preferences, existing holdings, and tax considerations.
Key risks
Equities can experience substantial losses. A long horizon does not guarantee a positive return. Direct indexing does not guarantee index tracking or tax savings.
A conversation is the first step
Discuss this strategy’s role in your portfolio.
Tell us about your purpose for this allocation and the requirements it must meet.