Direct Indexing
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
Year-Round Tax Management
Custom-Tailored Investing
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
Structured Notes
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.
