EQM Direct Indexing Solutions
Offer personalization, tax management, and values-based customization.
Why Direct Indexing?
Direct indexing is a method of investing in indexes in which individual stocks are purchased at the same weights as the index. Purchasing individual stocks provides the opportunity for portfolio personalization and more favorable tax advantages, as opposed to a mutual fund or ETF.

Gain Targeted
Exposure
Provides targeted
exposure to
investment themes
and specific market
segments.

Deliver
Personalization
Customizable to
accommodate value-based
investing and
individual security and
sector exposures.

Manage Tax
Outcomes
Supports tax
minimization
techniques like tax-loss
harvesting, taxlots,
and holding
period considerations.