Investors often look for ways to balance cost, performance, and control, but what if there were a method that let you own the actual stocks behind an index and tailor them to your needs?

Technology has made that possible through direct indexing, a strategy that’s reshaping how investors think about diversification and tax management.

In this episode, Peter Raskin explains how direct indexing works, who can benefit from it, and why it’s becoming an increasingly popular option for investors who want more flexibility, personalization, and tax efficiency in their portfolios. He also compares it to ETFs and mutual funds and shares how his firm integrates this strategy into comprehensive financial planning.

Key Takeaways:

Connect with Peter Raskin: 

Schedule a Time with Peter Raskin:

This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.