Should you consider direct indexing in 2022? Here’s what to know

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by CNBC to provide insight on direct indexing, an investment strategy that is gaining more traction. This strategy may appeal to those seeking portfolio customization or tax-saving opportunities.

Article Excerpt: “It’s a great way to be able to tilt your portfolio to causes that you believe in,” he said.
Portfolio customization may also be handy for someone with many shares of a single stock. For example, an Apple or Amazon executive may want to diversify by investing in an index without their company holdings. Direct indexing may allow them to cherry-pick their stocks, he said.”

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.