Custom & Direct Indexing

Customization = Differentiation.

Savvy clients want customization. Custom indexing skips the fund manager, giving investors the opportunity to be more selective than ever about what goes into their portfolio at a lower cost. 

At LOGICLY, we use a hybrid approach that includes global mutual funds, ETFs, and stocks in client portfolios. Portfolio Coach from LOGICLY simplifies the ability to set a Custom Index by overlaying data on a portfolio.

High-touch service. Long-term clients.

Set a client’s benchmark using a model portfolio or index to find:

  • Dividend Income opportunities
  • ESG ideas that meet a client’s personal ESG views
  • Risk-appropriate investments
  • Tax-aware strategies
  • Tactical trading concepts for strategies including options overwrite, inflation hedges, and thematic shifts