Direct Indexing
You’re not someone who follows the herd. You want to invest directly in game-changing companies as well as industry leaders. But you want to minimize the risk. Then direct indexing may be for you.
Customize Your Portfolio with Direct Indexing
Direct indexing with a tax-loss overlay aims to provide market-like returns through direct ownership of individual stocks. Unwrapping the index and owning securities directly (instead of ETFs or mutual funds) creates opportunities to customize portfolios and align them to your individual goals and preferences while generating excess returns after taxes.
Core Equity Exposure
Get market-like returns by owning a portfolio of stocks designed to replicate the performance of assigned market indices.
Year-Round Tax Management
Algorithmic monitoring and trading of the portfolio during times of volatility can realize losses, generating a tax asset.
Custom-Tailored Investing
Your portfolio can be personalized to holistically manage risk from stock concentration or align with personal preferences.
How Does It Start? By Making Sense of Your Money.
When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?
Our process starts by understanding what your money is, and what your goals are. From there we can start to plan.
Investment Solutions Designed for Your Unique Needs
Traditional investing methods certainly play a part in any well-designed portfolio. But when you’re ready to think outside the box to take on more risk or increase downside protection, your Rothschild Wealth Partners team can introduce you to other smart investment options.
Alternative Investments
Gain greater diversity and reduced volatility with private equity, venture capital, private credit, real estate, and other real assets.
Structured Notes
Absolute notes, digital notes, growth notes, and income notes are structured debt securities that offer you flexibility, as well as downside protection.
Get Direct Indexing Ideas from Our Chicago-Based Team
Rothschild Wealth Partners’ senior investment professionals will introduce you to direct indexing opportunities to expand your investment horizons. No matter where you live, you’ll get trustworthy, personalized guidance.
