Episode 35 - Direct Indexing to Achieve Tax Alpha and Efficiency

<p>The vast majority of active portfolio and fund managers have trouble beating the benchmarks that their funds are compared to. Whether the challenge of picking stocks is due to broad market cycles, the growth of ETFs, or other factors, stock selection continues to have massive implications for investors’ financial health.  </p><p>In this episode of the Agent of Wealth Podcast, Marc Bautis discusses how a direct indexing investment strategy can help create a custom portfolio, while optimizing for tax efficiency and other factors.</p><p>In this episode, you will learn:</p><ul><li>A history of portfolio management from individual stocks, to mutual funds, to ETF&apos;s, to Direct Indexing</li><li>The benefits of implementing a direct indexing strategy<ul><li>Tax Alpha</li><li>Strategy Replication</li><li>ESG Screens</li><li>Strategy Replication</li><li>Transition Management and dealing with low cost-basis securities in your portfolio</li></ul></li></ul><p><b>Tune in now to hear how you can ensure your future is protected properly!</b></p><p><b>Resources:</b></p><p><a href='https://bautisfinancial.com/'><b>Bautis Financial</b></a><b>: (862) 205-5000 | </b></p><p><b><br/></b><br/></p>