Advisors are often tasked with helping clients diversify their concentrated stocks positions. Direct indexing offers customization and tax-efficient investing to potentially help mitigate portfolio concentration risk. Learn more in this article.

30 years of innovation have made possible the next step in investing for your clients: Schwab Personalized Indexing™. Learn more about this evolutionary strategy from Schwab Asset Management CEO Omar Aguilar, PhD.

Omar Aguilar, PhD, CEO of Schwab Asset Management, shares his views on the growth of direct indexing solutions and addresses key advisor questions around tax optimization and portfolio implementation. He also explains why personalization can be a powerful tool in establishing an investor’s perception of value – and how personalized strategies such as direct indexing can help keep clients invested.