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. Accounts are monitored for 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. Gain broad market exposure with minimized tracking error 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

Index/Tracking

Proxy Coverage

Strive Partners

Your Financial Interest First – Always

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.

With Strive’s Direct Indexing, each model includes full proxy voting coverage and corporate engagement from our in-house Corporate Governance team.

DISCOVER OUR GOVERNANCE DIFFERENTIATOR

Direct Indexing

Design Your Investments, Delegate the Details.

Tax Loss Harvesting

Strive Direct Indexing Benefits

Strive Wealth Management is now available

Strive Direct
Indexing Benefits