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.
When the US stock market recovers from selloffs in the face of lingering uncertainty these days, there’s often an aggressive buyer caught in a squeeze
GeoWealth is transforming wealth management by seamlessly integrating private and public markets into a single unified platform. Its UMA technology aims to solve the operational complexity of combining illiquid investments with daily portfolio management—to deliver institutional-grade sophistication with boutique-level customization. Backed by BlackRock, Goldman Sachs, and Apollo, GeoWealth enables RIAs to offer clients diversification through custom model portfolios, automated rebalancing, tax optimization, and scalable private markets access without sacrificing brand identity or operational efficiency.