The Power of Direct Indexing
Tax-Managed Models to Add Tax Alpha

Discover how to set your services apart and provide additional value to clients by utilizing the power of direct indexing – available now through five new CLS direct-indexed, tax-managed models exclusively on the ftj | FundChoice platform.

In this guide, you’ll learn:
  • What direct indexing is
  • How to use direct indexing to generate tax alpha through tax-loss harvesting
  • The importance of trading flexibility and holdings transparency
  • How to access the new CLS tax-managed models

Download this guide to see how you can leverage direct indexing to add tax alpha to your portfolios.
 
Who is ftj | FundChoice?
ftj | FundChoice is a turnkey asset management program (TAMP) serving over 3,000 advisors with simplified investment, reporting, and service solutions.

Who is CLS Investments?
CLS Investments is a third-party investment manager, ETF strategist, and longtime trusted partner in the financial industry.



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