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Barrett Ayers discusses direct indexing, ESG overlay and tax alpha

By Adhesion Wealth, A Vestmark Company

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In the video below, our president Barrett Ayers is interviewed by Jay Coulter on the Resilient Advisor Show. They discuss direct indexing, ESG overlay, tax alpha, and using a unique investment discipline to differentiate yourself as a financial advisor. They discuss the opportunities in custom ESG models, Adhesion’s Personal Indexes and the power of using Lower Caps to enhance client outcomes.

By Adhesion Wealth, A Vestmark Company