Direct Indexing in Austin & Nationwide
Direct Indexing is a possible solution to major gains in your Portfolio, and can help preempt future concerns
We can help you understand and implement Direct Indexing strategies
- Direct Indexing can grant Access to tools that allow more granular control over tax loss harvesting
- Potentially gain significantly enhanced control over performance metrics within a given portfolio
- The option to offset major gains in portfolios without immediate negative tax consequences
- Allowing for large concentrated positions to be allocated more strategically, and create improved portfolio balancing
- Austin based presence with clients worldwide
- We can help businesses as well as individual investors to improve granular controls over equity portfolios
- Proven customer service and unrivaled attention to detail
Decades of experience in planning to help you decide
Access Direct Indexing strategies through seasoned financial professionals
We have the experience and tools to implement solutions to protect your family and wealth, and leverage tax strategies with your portfolio
We will help you understand the benefits and planning aspects of Direct Indexing that can help leverage tax strategies to improve the realized tax load on your equities portfolios
Strategic Capital has been Featured on the following Financial Media Platforms:
Direct Indexing – How can it be used to improve tax considerations?
A truly institutional way to view beneficial legislation and best practices, at an individual investor level. Direct Indexing can help to leverage control over when and how tax loss harvesting and reallocating a portfolio mix, can be used to improve total returns, and total performance metrics in an equities portfolio. While it’s not an exact fit for some individual investors, many portfolios that have had major gains can benefit from strategic use of the directing indexing model. In the end, it’s about granularity, potential for options and freedom in designing the specific strategy that allows you to maintain freedom over investments, while improving total gains taxes over time.
Is Direct Indexing a solution for everyone?
Direct Indexing can be a great way to approach larger portfolios, or out of balance portfolios that have grown exponentially over time. The real benefits are the ability to have more control over the levers in the strategy which can help to make a cohesive and beneficial overall portfolio management solution to improve total tax liabilities. Having the ability to enact short term strategies upon the backdrop of having greater control over total tax strategy at the portfolio level means you can benefit in more than one way of direct indexing is a good fit for your needs.
What if Direct Indexing is not a great option for me?
That’s an important question to ask. In fact – that premise is why we built Strategic Capital. We believe that no strategy fits all clients in the Financial Planning business. We are fiduciaries that pride ourselves on finding the right fit from a solutions perspective to help our clients meet their unique goals. Direct Indexing is a strategy that has a very specific fit, and it’s not always what’s needed for every client. Many of our clients can and have benefitted from Direct Indexing, but that may not mean it’s a great fit for you. Let’s take an in-depth look at your current financial positioning, and your goals and find the right solutions to help you get to the next level.
Direct Indexing is a strategy that may not be suitable for all investors. Direct Indexing solutions may not be actively managed in part or in whole by Strategic Capital. We are Fiduciaries and implement a stringent research and suitability study before implementing any planning for clients.
Financial Planning
We are Financial Advisors that take a holistic approach to your complete financial picture. First and Foremost we are Fiduciaries, and have your best interest as our focus.
Financial Securities
We offer traditional Market offerings (stocks, bonds, mutual funds, and ETFs) to our clientele, including other, more sophisticated offerings in the public markets.
Alternative Investments
Alternative Investments can help sophisticated and accredited investors meet financial goals and hedge market disruptions. We can help you navigate prudent Alternatives.
Strategic Financial Network
We're facilitators of financial resources that can help the right investors get the vehicles to fund important progression in their wealth management & business timelines.
Meet your Advisors who specialize in Investment Management and offer strategic financial planning options in Austin
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping entrepreneurs and businesses identify their needs, define success, and implement strategies to accomplish their goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
We are Strategic Advisors, we can help you find ways to minimize tax burdens through tried and tested methodologies like Direct Indexing
We are a team led by the idea of being fiduciaries – a badge we wear with pride! It means that our best interest is your best interest. A Fiduciary relationship is important because we can only recommend something that makes sense for your needs and goals. We offer a broad portfolio of Financial Planning Options including Direct Indexing for better control over stock portfolios, and as a team of professionals we believe we offer a compelling experience for our clientele seeking our services.
If you need choices, attention to detail, no sales pressure, and legitimate experience across the broadest spectrum of financial services offerings in Austin – we are the Investment Management people for you. We built this for you, and you have helped us to be successful – let us help you plan for the here and now, while helping you gain clarity and potential for the future.
We offer Investment Management and Insurance Services in Austin, to the following types of clients:
Entrepreneurs & Businesses
We work with business owners, entrepreneurs and high-level employees with sizable compensation packages. From traditional planning to innovative solutions that improve capabilities – we can advise you.
Affluent Individuals and Families
We are wealth management professionals that help families and individuals that are already affluent to protect and grow wealth to continue sustainability.
Windfall Recipients
Whether you are already comfortable with wealth or experiencing large windfall amounts for the first time – we can help you keep that new windfall and protect your future.
Employer Sponsors
We work with group retirement plans and sponsored or qualified plans to ensure stakeholders can get maximum benefit from contributions, and the plan can be sustainably grown and managed for risk.
Let us help you understand advanced financial planning techniques like Direct Indexing
Are you a Business leader, High Net Worth employee, affluent investor, recipient of a new equities based windfall, or an individual investor that made a great equity play and has a large gain to address? Direct Indexing may be an option for you. We are a skilled, experienced team of Investment Management Professionals that have a track record of impeccable client relationship services and we are focused on your best interests. We also Strategic Financial planning at the highest level.
If you need Direct Indexing in Austin – we are the team.