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Brought to you by Lake Oswego's Bill Woodruff, WealthFactor - INVESTING INSIDER -

Bill Woodruff, WealthFactor - INVESTING INSIDERThe financial industry has seen incredible technological innovation in recent years. Despite this innovation, most advisers continue to rely on layers of management rather than leveraging technology for the benefit of their clients.

Direct indexing is an investment methodology that has historically only been available to the ultra-wealthy. Thanks to advances in technology paired with super low commission costs, direct indexing is now far more accessible.

What is Direct Indexing?

Direct indexing is a strategy that seeks to replicate the positions of an index by purchasing the underlying individual equities instead of using an ETF or mutual fund. There are three main advantages to utilizing direct indexing:

1. remove a layer of management, which may reduce costs

2. tailor a portfolio specifically to a specific investor's income and tax situation

3. tax management strategies, such as deferring gains and loss harvesting are far more effective than with funds

(Image is Clickable Link)      In a world where asset management and investment advice have become commoditized, implementation efficiency offers investors a potential advantage - especially in passive, index-based strategies. Direct indexing eliminates a layer of middlemen, reducing costs while providing unique advantages.

If you are not using direct indexing or are paying more than .35% for investment advice give me a call.

WealthFactor

503-477-8100

www.wealth-factor.com/in

*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state. ADV Disclosure documents available upon request. WealthFactor participates in a paid advertising service provided by the Lake Oswego Review called Insiders. This is in no way an endorsement by the Lake Oswego Review of WealthFactor nor does the name of their publication "Insiders" have any suggestive meaning to the quality of the information being shared by WealthFactor. Click here for additional disclosures. Click here for definitions.

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