Customization at Scale: How Direct Indexing Helps You Deliver Greater Value to Clients

At Merit Financial Advisors, we believe the best strategies are not one-size-fits-all. They are built around people, goals, and unique financial stories. 

In a recent ThinkAdvisor webinar hosted by Orion Advisor Solutions, industry professionals, including Merit’s Chief Investment Officer Brian Andrew, explored how direct indexing is helping advisors deliver truly personalized, tax-efficient portfolios at scale. This approach allows you to manage concentrated stock positions, strategically harvest losses, and even build taxloss reserves, making it valuable for clients navigating major liquidity events like a business sale. 

Why does direct indexing matter?  

Direct indexing lets you create a custom portfolio that aligns with a client’s needs, values, and tax strategy, without sacrificing diversification or efficiency. It is not just about lowering today’s tax bill but building long-term, after-tax value. 

For advisors, the message is clear: leveraging technology-driven solutions like direct indexing can enhance your ability to deliver tailored strategies, engage clients in meaningful conversations about their investments, and scale personalization across your book of business. 

We are committed to helping clients and the advisors who serve them embrace strategies that provide clarity, confidence, and real-world impact. 

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