Direct Indexing
Design your investments, delegate the details. Unlike mutual funds and ETFs, direct indexing Separately Managed Accounts (SMAs) provide customization and tax-loss harvesting while aiming for an index benchmark. You can benefit from daily capital gains tax mitigation and receive full coverage in the boardroom from Strive's corporate governance team.
TAX LOSS HARVESTING
The purpose of tax loss harvesting (TLH) is to lower an investor's tax bill by selling positions at a loss to offset significant capital gains from investments sold at a profit. The idea is to have market exposure while harvesting capital losses.
Using TLH in direct indexing, investors can replace securities sold at a loss with similar positions rather than having to withdraw or purchase a new ETF portfolio.
STRIVE DIRECT INDEXING BENEFITS
CUSTOMIZATION
TAX
EFFICIENCY
EFFICIENCY
INDEX/
TRACKING
TRACKING
PROXY
COVERAGE
COVERAGE
STRIVE PARTNERS
THE STRIVE DIFFERENCE
THE STRIVE DIFFERENCE
Each index model includes full proxy voting coverage and corporate engagement from Strive’s in-house corporate governance team.
Vote
In-house research team applies rigorous methodology to each portfolio company’s proxy ballot with a focus on leading them towards excellence.
Voice
On behalf of our clients, Strive engages directly with companies, publicly and privately, holding them accountable to their fiduciary duty.
Many other asset managers either use the weight of their clients’ shares to promote non-financial initiatives aimed at societal change or outsource to proxy service providers who do the same.
LEARN MORE ABOUT DIRECT INDEXING
The minimum investment for direct indexing portfolios is $250,000. For more information, complete the form below and a Strive representative will reach out to you.
