Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
Leigh Eichel, Co-Founder and CEO of Alpha Vee Solutions, has spent 15 years building strategies around one premise: buy-and-hold has become “buy and hope.” His firm’s approach combines fundamental research with quarterly risk overlays across market conditions, inflation, sector rotation, and stock selection—seeking to keep clients invested through volatility while managing downside exposure. The framework aims to respond systematically to changing markets rather than attempting to predict them.
BlackRock, the world's largest asset manager, expects AI to continue dominating markets in 2026.