With features like broad equity exposure, personalization, low investment management expenses, tax management, and lower minimums, direct indexing may be a good solution for clients looking for a more customized approach to investing.
Join ESI and Envestnet on March 15th to learn about the features, benefits and opportunities that direct indexing can offer.
Features and Benefits of Direct Indexing
Presented by ESI and Envestnet
Wednesday, March 15 at 2:00 pm ET
Click here to register.
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