June 2025

The Great Reversion: Is the Mega-Cap Era Ending?

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

Enhance Your Direct Indexing Strategy: 5 Ways a High Active Share Momentum Manager Complements Your Approach

Institutional, Private, Uncategorized

In this article, we’ll explore… Direct Indexing’s Prominence in 2025: It’s a leading trend in Wealth Management, with assets projected to reach $800 billion by 2026 [Cerulli, 2024], driven by its tax efficiency and customization capabilities—a key focus for advisors. Tax Loss Harvesting’s Significant Value: This strategy enables annual tax reductions, enhancing after-tax returns by

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The Great Reversion: Is the Mega-Cap Era Ending?

Enhance Your Direct Indexing Strategy: 5 Ways a High Active Share Momentum Manager Complements Your Approach

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