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Direct Sequencing Vs. Personalized Portfolio

The next evolution of personal wealth management is customized investing. This is a major trend that builds on direct indexing, but provides greater control over asset allocation, asset selection, and portfolio optimization efforts such as rebalancing, tax management, and value-based investing.

In this webinar, Vice Co-Founder and Chief Investment Officer, Runik Mehrotra, Senior Investment Strategist Travis Fairchild, CFA® and Account Manager Laura Foster, CFA® explain how this trend is helping advisors win new clients and deepen existing relationships. How can you help?

Join us and walk away with actionable tips:

  • Why legacy solutions no longer meet customer expectations
  • How to Talk to Customers About Direct Indexing vs. Direct Indexing? custom indexing
  • New tools and technologies that open doors to greater personalization
  • How customized portfolios create the ability for clients to achieve greater tax optimization and higher expected returns

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.

sponsored by

Runik Mehrotra
Co-Founder and Chief Investment Officer
aim

Travis Fairchild, CFA®
senior investment strategist
aim

Laura Foster, CFA®
account Manager
aim

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