Direct Indexing
Unlock the Future of Investing with Direct Indexing using GEM’s Tax-Smart SMAs
Direct Indexing allows investors to re-create the characteristics of an underlying index without direct exposure. Direct Indexing allows for greater tax efficiency, increased flexibility and transparency, all while providing market-like risk and returns. Direct Indexing is in an innovative way to invest in the broad market, while still providing the advantages of single-stock investments.
Direct indexing is expected to revolutionize personalized investing and Gallacher Equity Management is at the forefront of this transformational shift. Direct indexing can help.
- Lower client’s tax bills through active management.
- Customize portfolios to meet unique client needs.
- Differentiate your practice and save time
DECODING THE MARKET
THROUGH APPLIED QUANTITATIVE METHODS
The GEM Factor Strategies, at their core, are systematic and data-centric, designed to focus on company attributes that have historically led to outperformance. Every quarter, GEM analyzes and ranks thousands of companies based on a multi-factor screening process. These applied quantitative methods are utilized to help advisors shape global, diverse stock portfolios, fine tuned to align with client-specific goals.
GEM
All-Cap Growth
Invests in companies of all sizes exhibiting strong growth characteristics.
GEM
Smid Growth
A factor approach to investing in small/mid size companies, exhibiting strong growth.
GEM
Large Growth
A quantitative process focused on investing in large companies displaying strong growth.
GEM
International
A scientific methodology investing across foreign developed and emerging markets.