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Direct Indexing: Maximizing Tax Alpha & Fueling Growth

Thursday, December 16, 2021 | 4:00 PM Eastern Standard Time

Direct Indexing is more popular than ever and is on track to outpace the growth rate of exchange-traded funds (ETFs) and mutual funds over the next five years. Historically, the only way to purchase an index has been through the use of a pooled vehicle such as a mutual fund or ETF. But recent technological advances, such as innovations in digital investment platforms that allow for automated, highly advanced optimization capabilities, have made individual security ownership of an index broadly accessible to retail investors. 

Direct Indexing can be an extremely valuable tool for advisors that are looking to incorporate the risk and reward predictability of an index into a multi-asset class portfolio for their clients. Join us for this webinar and you’ll discover:

  • How advisors are using Direct Indexing to fuel growth
  • Ways to combine Direct Indexing with ESG to create firm-level solutions based on collective client preferences
  • How Direct Indexing can decrease product costs while helping to increase after-tax value for clients

Register today to save your seat.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

 

 

 

Barrett Ayers
President
Adhesion Wealth

 

Barrett joined Adhesion Wealth in 2004 and is one of the original founders of Adhesion Wealth. As President of Adhesion Wealth, Barrett oversees the strategic direction and long-term growth plans for the organization. During his time at Adhesion Wealth, Barrett has overseen the firm’s Product, Relationship Management, Investment Consulting, Model Management, and Portfolio Management groups.

Prior to Adhesion Wealth, Barrett served as Senior Vice President of Product Management at Wachovia Securities and has held a number of senior-level strategic posts with Fidelity Investments and Broadridge.

Clint Sorenson, CFA®, CMT®
Co-Founder
WealthShield, LLC

 

Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental, and technical analysis for a truly holistic market view.

Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for our advisors. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.

Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.

Jimmy Goolsby, AIF®
Founder and Managing Director
Paragon Wealth Counselors

 

As a native of Atlanta, Georgia, Jimmy Goolsby, AIF®, Founder and Managing Director, is a rare breed – there aren’t too many natives around these days in the metro area. He brings a combination of 35 years’ experience and passion to bear on behalf of his clients.

Jimmy began his career in investments in the 1980s. This long-term experience is of great advantage to those who work with him. He has experienced – together with his clients – the full circle of life cycles and investment cycles. He has learned what works for his clients and their investments through real time and in real life.

He is passionate about his clients’ interests first and them achieving their life aspirations and goals. Jimmy is equally as fervent about investments and the markets in the context of what is best for every person and family he works with.

Michael Mansur, CFP™
Founding Advisor of ORG Partners Advisor Group
Castleview Partners

 

Michael began his career in the financial services industry at Lord Abbett in 1998. He joined ORG Partners Advisor Group in 2019 as the firm's President where he primarily focuses on business development and strategic partnership initiatives.

Michael also serves as a Founding Advisor of Castleview Partners, an independent financial advisory firm with the primary focus of providing objective guidance and advice to clients in order to help them achieve their lifetime financial goals. Most recently, and prior to founding Castleview, Michael served as a President's Club Level Financial Advisor at Stifel Financial, where he provided executives and successful entrepreneurs with asset management and advanced financial planning services.

Mr. Mansur is a Certified Financial Planner™ and a member of the Financial Planning Association. He is also a graduate of the Certified Investment Management Analyst (CIMA) program at the Haas School of Business at the University of California, Berkeley and the Investment Strategist Certificate Program at the University of Pennsylvania's Wharton School of Business. In addition to FINRA Series 7, 63 and 65 licenses, he holds a Life and Health Insurance license.

Michael is a 1997 graduate of Texas Christian University. He and his wife and three children live in Dallas.