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Morningstar: Direct Indexing

September 13, 2022

 

Morningstar Direct Indexing from Morningstar on Vimeo.

What is Direct Indexing? 

Glen Barber was hand-selected to participate in this exciting pilot program from Morningstar Investment Management. Morningstar is counting on Glen to advise them how it will be best used in real-life client situations. Glen is only one of a few people in the country that can currently offer this program..

Direct indexing is a strategy that involves buying all the stocks inside of an index instead of buying an index fund or an index ETF.
If you'd like to speak with Glen to develop your own personalized plan, please give him a call today at 404-250-0293