Personalized Investing Portfolios: Unlock the Greatest Potential

Last year, I wrote about direct indexing, a lesser-known investment method that is beginning to overtake ETFs and mutual funds in investor adoption. One of the hallmarks of this approach, which traditional ETFs or mutual fund structures do not offer, is personalization.

Our current financial situation is filled with economic fears and inflation concerns. Today’s investors, of all experience levels, are looking for investment strategies that not only counter the volatility of the markets, but also respond to their personal and financial values. Consumers are looking for personalization in most aspects of their lives. A 2021 McKinsey study (Opens in a new tab) It is known that consumers not only want personalization, but they demand it more than ever, especially after COVID-19 and the surge of digital behavior beyond 2020.

Advisors Expect More Clients to Want to Personalize Portfolios


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