A Connecticut-based investing firm with offices on the East Coast provides portfolio-building services through direct indexing, a passive investing approach. It offers custom indexing through Custom Core.

Custom Core simplifies custom indexing, which requires time and investment. The program allows investors to establish a benchmark as a part of a separately managed account (SMA). The account contains all the securities the investor owns and customized based on specific scenarios and investor needs. Simultaneously, the institution invests according to its goals.

The firm sets up the portfolio by analyzing the investor’s exposure directives and offering avenues for customizing the portfolio to meet the client’s needs. Then, the firm builds the portfolio through the company’s rules-based portfolio construction process. Using portfolio optimization and exposure management tools; the firm routinely reviews the investments.

Flexible, Custom Core allows clients to create one licensed benchmark or multiple across industries to meet their needs. It also allows clients to customize across hundreds of indices and build a portfolio with fixed-income exposure based on term, sector, quality, or industry exposures.

Lastly, investors can incorporate environmental, social, and governance into their portfolios cost-effectively.