Sarasota, FL / Bradenton, FL

Complete Customization of Indexed Strategies

Older couple maximizing Required Minimum Distribution

You can tailor your holdings to exclude or include particular companies, sectors, or themes, allowing for an investment strategy that mirrors an index while still providing the flexibility to deviate where desired. For instance, you may choose to over-weight a sector you believe has growth potential or exclude certain companies due to personal values or ESG (Environmental, Social, Governance) criteria.

This approach enables customization via the ownership of individual securities rather than a share of a pooled funds, allowing for greater control and transparency. Whether aiming for specific performance goals or adhering to social responsibility principles, this method offers a bespoke approach that stands in contrast to one-size-fits-all solutions.