You’ve probably heard of index funds. But did you know you don’t have to settle for the “one-size-fits-all” version?
That’s where Direct Indexing comes in. Instead of buying an index fund, you own the individual stocks that make up an index (like the S&P 500). Why does this matter?
▪️Tax efficiency – the ability to harvest losses at the stock level, not just at the fund level.
▪️ Customization – tilt toward sectors you believe in or screen out companies that don’t align with your values.
▪️ Flexibility – unlike a mutual fund or ETF, direct indexing lets you fine-tune how your portfolio is built.
It’s a tool that was once only available to institutions and ultra-wealthy families. Today, it’s increasingly accessible to more investors through wealth advisors and certain custodians.
Investing is most powerful when it’s personal. Direct Indexing makes that possible at the portfolio level and at Olympus, we make it possible across your entire wealth strategy.
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