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

Available On Demand

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

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Sponsored by




Runik Mehrotra
Co-Founder and Chief Investment Officer


James Vogl, CFA
Senior Investment Strategist


Laura Foster, CFA ®
Account Manager


Davis Janowski - Host
Technology Editor




TAGS: Resources