Many of our high-net-worth clients need ways to reduce their tax burden, and as a wealth management consultant firm, we’re getting lots of questions about direct indexing. Here’s a quick guide to this investment strategy, the possible benefits and drawbacks of including it in your portfolio, and how to learn more.
Good Life Asset Strategies, LLC is a registered investment advisor located in Fort Worth, Texas. Good Life Asset Strategies, LLC and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Such an offer can only be made in the states that Good Life Asset Strategies, LLC is either registered or a notice filer or an exemption from registration is available under the securities laws or other laws.