Empowering Advisors with Direct Indexing: Verity Wealth Partners and Alphathena Share Practical Strategies for Complex Investment Challenges

Discover the transformative power of direct indexing with Alphathena in our latest blog, where we delve into real-world case studies showcasing how financial advisors can navigate complex investment challenges. Learn how strategic tax-loss harvesting can liberate investors from trapped capital gains, how portfolios can be customized to reflect ethical values, and how the risks associated with concentrated positions can be mitigated. Each case study highlights Alphathena's capability to enhance tax efficiency, personalize investment solutions, and manage investment risks, empowering advisors to align closely with their clients' financial goals. Join us for an in-depth discussion in our upcoming webinar, featuring expert insights from seasoned advisor Will Hullinger of Verity Wealth Partners. This blog and webinar will equip you with the strategies needed to optimize portfolio management and achieve superior client satisfaction.

Direct indexing offers a powerful solution for clients seeking a more tailored investment experience. It delivers superior customization, cost savings, and unmatched transparency while empowering advisors to proactively manage taxes and optimize client outcomes.

Join William Hullinger, CFP®, Lead Advisor, Verity Wealth Partners, and Kerri Quinn, Head of Index Solutions, Alphathena, as they explore practical strategies for overcoming common investment challenges using Alphathena’s direct indexing platform.

Learn more about: 

  • Direct indexing in action: Explore three real-world case studies showcasing how Verity Wealth Partners leverages Alphathena’s platform to manage trapped capital gain, design portfolios aligned with ethical values, and mitigate risks associated with concentrated positions.
  • Expert insights: Gain practical strategies for implementing direct indexing and enhancing client service.
  • Alphathena’s platform advantage: Discover how tax-loss harvesting, portfolio customization, and risk management tools empower advisors to deliver exceptional value.

Watch today!

August 5, 2024
Share:

Deliver a superior client experience with truly customized investment solutions

Alphathena’s cloud-based platform eliminates the complexities associated with direct and custom indexing, simplifying personalization through tax-loss harvesting, auto-rebalancing, and index lifecycle management capabilities.

Table of Contents:

Share:

Deliver a superior client experience with truly customized investment solutions

Alphathena’s cloud-based platform eliminates the complexities associated with direct and custom indexing, simplifying personalization through tax-loss harvesting, auto-rebalancing, and index lifecycle management capabilities.

What’s next

January 29, 2025
By Tushad Driver

Are you a
Registered Investment Advisor?

Schedule a meeting with our experts!

Or provide your information and one of our team members will reach out to you.

Schedule a meeting with our experts!

Or provide your information and one of our team members will reach out to you.

Please provide your information and one of our team members will reach out to you.