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Direct Indexes: Supercharge with Adhesion

By Adhesion Wealth, A Vestmark Company

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A direct index is a passive investment strategy that provides many of the same benefits as ETFs and Indexed Mutual Funds. A direct index within a UMA environment can provide multiple benefits, including adding tax alpha to reduce an investor’s tax burden, utilizing tax overlay services to monitor and prevent wash sales, and personalizing a client’s lifestyle investment preferences. Adhesion’s direct indexes within a UMA can amplify your value as an advisor.

By Adhesion Wealth, A Vestmark Company