It’s an investment approach rapidly gaining traction amongst high-net-worth investors. What is tax-optimized beta, or direct indexing, and why should you care? Co-Chief Investment Officers Matt Michaels and Neale Ellis break down this strategy and discuss what sets Fidelis Capital’s approach apart from the rest.
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It’s an investment approach rapidly gaining traction amongst high-net-worth investors. What is tax-optimized beta, or direct indexing, and why should you care? Co-Chief Investment Officers Matt Michaels and Neale Ellis break down this strategy and discuss what sets Fidelis Capital’s approach apart from the rest.
September 20, 2023
Why You Should Care About Tax-Optimized Beta
It’s an investment approach rapidly gaining traction amongst high-net-worth investors. What is tax-optimized beta, or direct indexing, and why should you care? Co-Chief Investment Officers Matt Michaels and Neale Ellis break down this strategy and discuss what sets Fidelis Capital’s approach apart from the rest.
