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Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
Direct Indexing: Exploring the Benefits for your Portfolio
The Petika Wealth Management Group Podcast
21 minutes 58 seconds
1 year ago
Direct Indexing: Exploring the Benefits for your Portfolio
On this episode of the Petika Wealth Management Group Podcast, we hosted Sebastian Mainegra who is an Executive Director with UBS Asset Management. He leads a team of investment strategists focused on a variety of topics ranging from asset allocation, multi-asset investing, portfolio construction, and most relevant for this discussion, tax management and direct indexing. On this episode, we discuss what direct indexing is and why it has become so popular in our industry today.
The Petika Wealth Management Group Podcast
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
