Custom Core® Equity

Parametric Custom Core^® Equity

Transparent, repeatable, high-impact beta

Index based. Investor centric.
Custom Core equity is a custom direct indexing portfolio, set up as a separately managed account (SMA), that you can customize to achieve the precise market exposure your clients seek. They gain the consistent performance and diversification of index-based vehicles in a flexible, personalized portfolio.

Clarity

Transparent, rules-based methodologies, so you’ll always understand the analysis behind the investments

Control

Portfolios you can tailor to meet just about any passive mandate, in a way that helps you scale your advisory practice

Confidence

Robust technology, in-depth reporting, and human expertise, with open access to our senior investment strategists

EXPLORE

A faster, easier way to grow your client base

For many advisors, custom direct indexing solutions are time consuming to implement. Custom Core makes them simple and scalable, giving you another way to demonstrate your added value to clients—and freeing up more of your time to grow your business and deepen your client conversations.

Address a variety of client needs with highly customizable solutions.

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Next-level tools and client-ready reporting

Giving you deep insights into your clients’ portfolios is something we take seriously. That’s why we’ve built robust reporting and tools* with easy-to-use interfaces atop secure platforms.