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Folio’s direct indexing capabilities allow advisors to create completely customizable indexes, or “folios,” filtered for particular tilts, industries, sectors, geographies, values-based preferences and more. With Folio, you also get:

Fractional share and dollar-based investing capabilities
Virtually unlimited commission-free trading in multiple daily windows
No account minimums, so investors of any size can be on the platform or participate in this investing trend
One low asset-based fee
Tax efficiency, including access to Folio’s patented Tax Football^TM
The ability to choose any weighting, not just market cap weights
Seamlessly integrated and comprehensive online client reporting, including brokerage statements and tax documents
Take advantage of online, paperless, single-click proxy voting
Additional diversification with alternative investments, and much more

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What is Direct Indexing?

Unlike ETFs and mutual funds, which are essentially “wrappers” with a predetermined number of prescribed stocks, chosen by company analysts, direct indexing allows advisors to build their own customized portfolios for clients based on indexes or model portfolios – creating truly personalized investments for any account size.

The advantages of direct indexing include:

The ability to customize portfolios to fit clients’ needs, including:

Beliefs and values: Choose individual securities that align to clients’ personal values and avoid those that don’t
Employment situation: Preclude being too heavily weighted in an employer’s stock or industry
Tax needs: Optimize clients’ tax gains or losses by selling only the stocks that will help achieve their goal

Lower costs: Unlike ETFs and mutual funds, direct indexes have no embedded product fees or management fees
Fee transparency: Investors can see exactly what they own of each stock, and what they paid for it, in their statements