Be Your Own Portfolio Manager With Direct Indexing

Direct indexing allows advisors to build customized portfolios based on their client’s individual investment goals. As Morningstar’s Karen Wallace wrote: “When you own the stocks directly, you are ultimately the portfolio manager.” Wallace added: “That means you can customize the index if you want to.” While a great deal of digital ink has been spilled [...] The post Be Your Own Portfolio Manager With Direct Indexing appeared first on ETF Trends .