Earn Clients, Trim Taxes, and Scale Smarter—Thanks to Direct Indexing at Altruist
Today’s financial services clients expect more than cookie-cutter investment portfolios. Direct indexing delivers—and Altruist makes it radically easy.
On Altruist, you can:
✅ Personalize portfolios down to individual stocks
✅ Maximize tax savings with automated tax loss harvesting
✅ Offer high-end strategies without high-end headaches
What Is Direct Indexing, Anyway?
Direct indexing flips the old ETF model on its head. Instead of buying an ETF or mutual fund, your client directly owns the stocks inside an index. That means:
- Custom tailoring
→ Personalize client portfolios or build around legacy positions without sacrificing broad market exposure. - Built-in tax management
→ By harvesting losses at the individual security level, you can help clients lower their taxable income and boost after-tax returns - More transparency and control
→ You and your clients have full transparency into holdings, giving pinpoint control over what your clients are holding.
Direct indexing only used to be available to the ultra-wealthy. Now, thanks to fractional shares and advanced technology, it's within reach for everyone—and it's a must-have for growth-minded advisors.
Altruist Makes It Effortless
At Altruist, we didn’t simply throw direct indexing in as an add-on. We built it into the core of our platform. That means no messy workarounds, no extra software, and no giant learning curve—just a smarter way to scale, serve, and succeed.
Altruist Direct Indexing models have full coverage across global equity markets. Here's a list of our DI models:
- U.S. All-Cap Direct Index
- U.S. Large-Cap Direct Index
- U.S. Mid-Cap Direct Index
- U.S. Small-Cap Direct Index
- International ADR Direct Index
Direct indexing is the future. Altruist makes sure you’re leading it.
Check out our walkthrough webinar replay video here to learn more.
