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Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits?

Let us introduce you to direct indexing!

In this episode, Robert Curtiss sits down with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA), to talk about direct indexing and its advantages for investors. 

Listen in as they delve into various cases of direct indexing, including its tax benefits, ESG customization, and active engagement with companies.

Sam discusses:

• Direct indexing and how it allows investors to personalize and customize their portfolio with individual stocks while applying ESG aspects
• Various cases of direct indexing, including setting a tax budget, customizing portfolios based on ESG or faith-based values, and active engagement with companies through proxy voting
• The minimum required for direct indexing
• Direct indexing as a flexible and customizable tax-efficient tool (which can be used in various investment scenarios, including in IRAs).
• And more!

Resources:

• What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)
• Educational videos (bottom of the page)

Connect with Sam Miller:

• LinkedIn: Sam Miller

Connect with Robert Curtiss:

• rcurtiss@seia.com
• (626) 795-2944
• About Robert Curtiss 
• LinkedIn: Robert Curtiss
• Facebook: Robert Curtiss
• SEIA
• LinkedIn: SEIA

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.