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