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Wealth Managers

At Parametric, we have decades of expertise in working with Registered Investment Advisors, family offices, broker-dealers, and investors. We take our relationships seriously. Our commitment to you is that we are available throughout the process. This allows you to retain an active role while we help extend your reach with the resources you need to stay nimble.

See how we’ve helped wealth managers turn their client challenges into opportunities.

Custom to the Core

For 30 years, customizing portfolios to unique client goals has been our core pursuit. Discover how you can partner with Parametric to make passive investing personal.


Direct Indexing Center

Parametric has been the market’s leading provider of direct indexing for more than 30 years. Visit our Direct Indexing Center for all the resources you need to introduce custom passive portfolios to your clients.

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