Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

A Detailed Look at Direct Indexing

Sep 18, 2023

45:49

Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial shares has now brought it to the masses. But does it make sense for investors to utilize the strategy? As is usually the case with all investing tools, the answer is "it depends". In this episode, Lee Boudouris of Sunpointe Investment joins us to look at how direct indexing strategies work and the pros and the cons of the approach.

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