Direct Indexing vs. Personalized Portfolios: Trends to Help Win New Clients

Watch this on-demand webinar now.

The next evolution of personalized wealth management is customized investing. This is a key trend that builds on direct indexing but offers greater control over asset allocation, asset selection, and portfolio optimization efforts like rebalancing, tax management, and values-based investing.

In this webinar, Vise Co-Founder and Chief Investment Officer, Runik Mehrotra, Senior Investment Strategist Travis Fairchild, CFA ® and Account Manager Laura Foster, CFA ® explain how this trend can help advisors win new clients and deepen existing relationships.

Join us and walk away with actionable tips on:

  • Why legacy solutions no longer meet client expectations
  • How to talk to clients about direct indexing vs. custom indexing
  • The new tools and technology that open the door for greater personalization
  • How customized portfolios create greater tax optimization for clients and the ability to pursue higher expected returns

CE credit will not be distributed for viewing webinar on-demand.

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Vise AI Advisors, LLC (“Vise”) is an SEC registered investment adviser. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.


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