US Direct Indexing replaces the ETF normally used to represent a broad market of US stocks with up to 100 large-cap and mid-cap US stocks. In addition to these stocks, completion ETFs are added to your US Direct Indexing portfolio to represent the remaining smaller-cap companies. Completion ETFs will always be present if US Direct Indexing is enabled.

Foreign stocks include companies based in developed economies outside of the United States, like Europe, Australia, and Japan. They tend to provide lower returns and higher risk compared to US stocks. However, when paired with U.S. stocks, they help diversify your portfolio by providing exposure to foreign economies.

Emerging market stocks include companies based in developing economies like Brazil, Taiwan, India, and China. They help diversify your portfolio by providing exposure to foreign economies. Compared to US stocks, they may result in higher returns, with a potential increase in risk.

Corporate bonds include bonds issued by U.S. corporations to fund business activities. They can offer higher returns than treasuries, but they’re not exempt from state taxes and have a higher risk of default and early repayment (which can result in less interest paid to investors).

Treasury inflation-protected securities (TIPS) are bonds issued by the US federal government. They provide income adjusted for inflation, making it a viable asset class for risk-averse investors.

Dividend growth stocks include companies based in the United States that have a history of increasing dividend payouts over time. They typically offer an income stream, growth potential, and are lower risk than general US stocks.

Municipal bonds are debt instruments issued by local and state governments in the United States. If you’re in a high tax bracket, they’re a viable way to obtain tax-efficient returns, low risk, and diversification.

For accounts over $100k: Our globally diversified portfolio designed to strategically invest in individual US stocks to enhance tax savings.

Direct Indexing

The Direct Indexing portfolio is for accounts over $100,000 and is designed to strategically invest in individual US stocks to help enhance tax savings.