Direct indexing update: 2 years with Frec

​You've probably heard about direct indexing. But how does it work, and is it worth it for an investor like you?

​Andre Nader of FAANG FIRE has been investing in a direct index with Frec for nearly two years, and he’s done the math (see his latest post here). In this session, he and Mo Al Adham, CEO & Founder of Frec, will walk through how it works, how his portfolio has done, and whether it makes sense for your portfolio.

​What we'll cover:

• ​The mechanics of direct indexing and how it differs from buying VOO or VTI

• ​How tax-aware portfolio management works in practice, and when it's most useful

• ​Customization options, including excluding employer stock or sector exposures

• ​The case for and against direct indexing, depending on your situation

• ​How to think about fees, tracking error, and incremental value

​We’ll also take brief look at Frec's more advanced strategies, including Long Short and Diversify.

​Andre is a client of Frec and was paid a one-time fee for co-hosting this webinar. This payment may create a conflict of interest and may not be representative of the experience of other customers or guarantee future performance. Investing involves risk, including the risk of loss. Brokerage services provided by Frec Securities LLC, member FINRA/SIPC and advisory services provided by Frec Advisers LLC, an SEC RIA. Both wholly owned subsidiaries of Frec Markets, Inc.