Direct Indexing | Portland | Lake Oswego | NorthWest

Direct Indexing

A methodology that allows an investor the ability to invest directly into the underlying stocks within an index without going through a fund structure.

Direct Indexing strategies may outperform ETFs and mutual funds after-tax.*

Do you prefer to build portfolios yourself?

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Minimum Account Size: $250,000
Fees: 0.25% on first $5 million, 0.10% thereafter

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Getting Started:

Account Forms:

Contact us for Entity and Trust Accounts

Lake Oswego, Oregon

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*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.