Partner with us to Deliver Scalable, Personalized, and Tax-Efficient Portfolios
Watch our Direct Indexing video below to see how it works and discover the benefits it can offer your clients.
GROW YOUR BUSINESS WITH AI-ENABLED DIRECT INDEXING – AI-CAPABILITIES INCLUDE:
MSA Personalized Indexing is a separately managed account that may be a core strategy complemented by other complementary asset classes.
Which accounts are right for MSA Personalized Indexing?
– Concentrated portfolios
– Higher tax bracket investors
– Investors interested in aligning their investments with personal values
– Investors sensitive to performance dispersion from an index
– Philanthropic investors
– Investors seeking medium to long term growth
What is the minimum account size?
$500,000
GAIN VALUABLE TIME TO DEEPEN CLIENT RELATIONSHIPS, ENHANCE CLIENT SATISFACTION, AND FOCUS ON ACTIVITIES THAT DRIVE REVENUE GROWTH.
Ready to grow your business?
Contact us today to discover how to add MSA Personalized Indexing to your Investment Toolbox.
