Direct Indexing, personalized for
every client

Other Direct Index Solutions often require a minimum of $250,000 — and often with only nominal personalization. We are excited to bring a better Values Aligned Direct Index Solution for everyone, with true, transparent, customized values alignment — down to the specific companies to include or exclude — for a larger universe of investors, from high net-worth individuals, investors, and advisors, to those just starting out.

This is a multi-custodian platform, with three well-known custodians and more coming. For details about First Affirmative, its processes, and other important information, review their ADV Disclosure Brochure available here.

Yes. We’ve expanded the list to include choices that will more fully reflect your or your client’s values and environmental, social, and ethical preferences. If a company is included on a specific list, it is "flagged." All companies with negative flags are removed from the Client-Specific Investment Universe.