AI-Enabled Direct Indexing

JOIN THE FUTURE OF PERSONALIZED INVESTING

Direct Indexing (DI) is an investment strategy that involves directly purchasing the components of an index while providing more control, customization, and tax-optimization than using traditional investment vehicles such as mutual funds or ETFs.

Want to learn more? Inquire today by emailing us directly at [email protected]

EMPOWERING ADVISORS AND INSTITUTIONS PERSONALIZED SOLUTIONS:

Discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Choose only what you need. Each service is available on its own so you can build a modular system.


CHOOSE 1,000+ DIRECT INDEXES


50+ CUSTOMIZATIONS INCLUDING ESG


FULLY AUTOMATED, AI-ENHANCED


DIRECT CUSTODIAN INTEGRATION


PERSONALIZATION WITH PERFORMANCE


TAX-EFFICIENT TRANSITIONS


Direct Index Investing

Provides the customization and control you’re looking for.

  • Direct Indexing (DI) is an investment strategy that involves directly purchasing the components of an index

  • While providing more control, customization, and tax-optimization than using traditional investment vehicles (such as mutual funds or ETFs).

  • Direct indexing allows for client selection of investing themes or styles and maximizes tax efficiency.
Webinars

WEBINARS

Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.

Curious about our pas Annual Client Conference presentations? You can also find those a Vimeo.

Watch Now

Tools We Offer

TOOLS WE OFFER

As proprietary owners of our portfolio performance research, MainStreet Advisors provides clients with exclusive monthly publications featuring in-depth performance analysis, comprehensive market updates, and expert portfolio manager insights.

Discover the benefits of becoming a MainStreet Advisors client today.

NEW INQUIRIES
Speaking Engagements


SPEAKING ENGAGEMENTS

The current list of speaking topics includes:

-Behavioral Finance
-Dividends
-Intersection of Politics and Investing
-Investing in Today’s Market
-Investing in a Volatile Environment
-Managing Fixed Income Investments
-Millennials & Money
-Mind, Heart & Wallet
-Women, Wealth & Wisdom

Request Speaker
What's Ours Is Yours

WHAT'S OURS IS YOURS

Whether you choose MainStreet Advisors' branded materials or your own private label, our professional publications provide valuable insights. Now enhanced with engaging photography and presented in a more reader-friendly format, they offer an improved experience.

Already a Client? Access the enhancements in your client portal today.

Client Portal