How to Attract High Net-Worth Investors With Direct Indexing

Executive summary:

  • Direct Indexing strategies may help differentiate your services from your peers
  • Direct Indexing strategies can offer high net-worth investors tax-effective ways to manage any potential future cash windfalls or reduce concentrated stock positions
  • High net-worth investors appreciate the value of customization in many goods and services, why not bespoke investments too?

A key element of most financial advisors' annual business plans is to grow their revenue. Barring acquisitions or mergers, there are three primary ways to achieve this goal:

One of my mentors once told me that "Hope is not a strategy" and since we can't predict the markets, I have decided to focus this blog on using Direct Indexing to attract new high net-worth clients.