{"id":4370,"date":"2025-09-05T19:21:05","date_gmt":"2025-09-05T19:21:05","guid":{"rendered":"https:\/\/altruist.com\/?page_id=4370"},"modified":"2026-06-11T17:36:36","modified_gmt":"2026-06-11T21:36:36","slug":"personalized-indexing","status":"publish","type":"page","link":"https:\/\/altruist.com\/personalized-indexing\/","title":{"rendered":"Personalized Indexing"},"content":{"rendered":"<section class=\"wp-block-group is-extended-width-group has-global-padding is-content-justification-center is-layout-constrained wp-container-core-group-is-layout-f9210c69 wp-block-group-is-layout-constrained has-background\" style=\"border-top-left-radius:23px;border-top-right-radius:23px;border-bottom-left-radius:23px;border-bottom-right-radius:23px;margin-bottom:var(--wp--preset--spacing--2400);background-image:url('https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/ALTRUIST_CLOUDS_FLOOR-53.png');background-position:37% 87%;background-size:cover;--extended-gutter-left:var(--wp--preset--spacing--1600);--extended-gutter-right:var(--wp--preset--spacing--1600);padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--200) var(--wp--preset--spacing--4000) var(--wp--preset--spacing--200)\"><p class=\"wp-block-paragraph aligncenter has-text-align-center has-white-color has-text-color has-link-color has-cta-default-font-size wp-elements-5caeedaf4a160ddae34f0f08ffb096ab\" style=\"font-style:normal;font-weight:700\">Personalized indexing<\/p>\n\n\n<h1 class=\"wp-block-heading has-text-align-center has-background-color has-text-color has-link-color wp-elements-2fc90611617905fd2717e691ddfc6f82 has-display-block has-max-width\" style=\"--max-width-desktop:980px;margin:var(--wp--preset--spacing--1200) 0\" id=\"personalize-every-portfolio\">Personalize <br>every portfolio<\/h1>\n\n\n<p class=\"wp-block-paragraph aligncenter has-text-align-center has-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-89d587dc0f7b04b1f016f6b95ef57698 has-max-width\" style=\"--max-width-desktop:800px;margin:var(--wp--preset--spacing--1200) 0\">Align portfolios with client values in a few clicks and rely on trusted values screens powered by Smartleaf and MSCI.<\/p>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ce155fab wp-block-group-is-layout-flex\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-altruist-button-light\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200)\"><a class=\"wp-block-button__link has-cta-default-font-size has-custom-font-size wp-element-button\" href=\"\/talk-to-us\/\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200);padding:var(--wp--preset--spacing--400) var(--wp--preset--spacing--1200)\">See us in action<\/a><\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-background-color has-black-background-color has-text-color has-background has-link-color wp-elements-f0d518542d7d740fd0c9481cefa23d44 has-global-padding is-layout-constrained wp-container-core-group-is-layout-239e4e79 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-background-background-color has-background has-width\"><\/div>\n\n\n<h2 class=\"wp-block-heading has-text-align-center remove-br-mobile has-background-color has-text-color has-link-color wp-elements-fd421f879c5761caae05745edbdfe9f3\" style=\"margin:var(--wp--preset--spacing--1200) 0 var(--wp--preset--spacing--1600) 0\" id=\"in-just-a-few-clicks\">In just a few clicks<\/h2>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:#ffffff;border-top-width:2px;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-97bf49e4a3473893d9774d97e7884876\" style=\"margin:var(--wp--preset--spacing--600) 0\" id=\"align-portfolios-with-client-values\">Align portfolios with client values<\/h4>\n\n\n<ul class=\"wp-block-list wp-block-list has-paragraph-1-font-size\">\n<li>Exclude industries, sectors, issues, or securities&mdash;including those that conflict with a client&rsquo;s faith&mdash;consistently across an entire portfolio.<\/li>\n\n\n\n<li class=\"has-paragraph-1-font-size\">Rely on trusted values screens powered by Smartleaf and MSCI.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"819\" height=\"1024\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/Direct-Indexing-small-819x1024.png\" alt=\"\" class=\"wp-image-4372\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/Direct-Indexing-small-819x1024.png 819w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/Direct-Indexing-small-240x300.png 240w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/Direct-Indexing-small-768x960.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/Direct-Indexing-small-600x750.png 600w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/Direct-Indexing-small.png 1200w\" sizes=\"auto, (max-width: 819px) 100vw, 819px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-background-color has-black-background-color has-text-color has-background has-link-color wp-elements-fdeec572c3fa861a8b648217b0e9a4f2 has-global-padding is-layout-constrained wp-container-core-group-is-layout-239e4e79 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--white);border-top-width:8px;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order\" style=\"--order-mobile:2\">\n<figure class=\"wp-block-image size-large\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"821\" height=\"1024\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Imagecontrol-freedom-821x1024.webp\" alt=\"\" class=\"wp-image-5523\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Imagecontrol-freedom-821x1024.webp 821w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Imagecontrol-freedom-240x300.webp 240w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Imagecontrol-freedom-768x958.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Imagecontrol-freedom.webp 1202w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order\" style=\"--order-mobile:1\">\n<h4 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-72343ffab80339eadb84353b34a3198e\" style=\"margin:var(--wp--preset--spacing--600) 0\" id=\"see-the-impactbefore-you-assign\">See the impact<br>before you assign<\/h4>\n\n\n<ul class=\"wp-block-list wp-block-list has-paragraph-1-font-size\">\n<li>View tracking error and active share in real time.<\/li>\n\n\n\n<li>Understand how exclusions affect sector exposure.<\/li>\n\n\n\n<li class=\"has-paragraph-1-font-size\">Evaluate tradeoffs before making recommendations.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-background-color has-black-background-color has-text-color has-background has-link-color wp-elements-e0d25da9c0d22fa233896ec94d6fe805 has-global-padding is-layout-constrained wp-container-core-group-is-layout-239e4e79 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--white);border-top-width:8px;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order\" style=\"--order-mobile:1\">\n<h4 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-2fb8b132238836d740acbb53d28469ca\" style=\"margin:var(--wp--preset--spacing--600) 0\" id=\"benefit-from-low-minimums-low-fees\">Benefit from low minimums + low fees<\/h4>\n\n\n<ul class=\"wp-block-list wp-block-list has-paragraph-1-font-size\">\n<li>Work entirely within the Altruist platform, with minimums as low as $2,000 and transparent pricing.<\/li>\n\n\n\n<li>Avoid added contracts, accounts, or trading surcharges.&nbsp;<\/li>\n\n\n\n<li>Access Altruist&rsquo;s model marketplace at 3x less than the average TAMP.<\/li>\n<\/ul>\n<\/div>\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order\" style=\"--order-mobile:2\">\n<figure class=\"wp-block-image size-large\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"821\" height=\"1024\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image3x-more-821x1024.webp\" alt=\"\" class=\"wp-image-5524\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image3x-more-821x1024.webp 821w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image3x-more-240x300.webp 240w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image3x-more-768x958.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image3x-more.webp 1202w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-5b659ff6688a9922438ce2a47ffefb88\" style=\"font-size:12px\">Other fees may apply. Visit the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule for additional information.<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-5fe95a25eb91518e00711ac8c95200aa\" style=\"font-size:12px\">The average price of a turnkey asset management program (&ldquo;TAMP&rdquo;) is estimated to be 0.45bps &ndash; 0.50bps as of November 2024. This estimate is based on publicly available pricing information for TAMP providers (including AssetMark, Envestnet, and Orion) and other industry sources. Altruist offers products through its Model Marketplace which RIAs may choose to use as an alternative to TAMPs, but these products are designed differently and may not include all features or services typically offered by other TAMP providers. As such, cost comparisons may not fully account for differences in features, services, or usage.<\/p>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-background-color has-black-background-color has-text-color has-background has-link-color wp-elements-6e16507be360a10a6655c63072ebaeb8 has-global-padding is-layout-constrained wp-container-core-group-is-layout-239e4e79 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--white);border-top-width:8px;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order\" style=\"--order-mobile:2\">\n<figure class=\"wp-block-image size-large\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"821\" height=\"1024\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image-2-821x1024.webp\" alt=\"\" class=\"wp-image-5525\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image-2-821x1024.webp 821w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image-2-240x300.webp 240w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image-2-768x958.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Image-2.webp 1202w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order\" style=\"--order-mobile:1\">\n<h4 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-3dcd14a491e4a98026e51d5f200ffcc5\" style=\"margin:var(--wp--preset--spacing--600) 0\" id=\"increase-taxefficiency\">Increase tax<br>efficiency<\/h4>\n\n\n<ul class=\"wp-block-list wp-block-list has-paragraph-1-font-size\">\n<li>Plan for long-term tax advantages with tax-loss harvesting, rebalancing, and capital gains budgeting.&nbsp;<\/li>\n\n\n\n<li>Stay focused on your clients while these tools run automatically in the background.<\/li>\n\n\n\n<li>Gain a clear view across taxable accounts.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--2400)\">\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background has-width\"><\/div>\n\n\n<h4 class=\"wp-block-heading has-text-align-center remove-br-mobile\" style=\"margin:var(--wp--preset--spacing--1200) 0\" id=\"more-flexibility-more-control\">More flexibility.<br>More control.<\/h4>\n\n\n<figure class=\"wp-block-image size-large is-resized\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Direct-Indexing-Hero-1024x575.webp\" alt=\"\" class=\"wp-image-5526\" style=\"width:1250px;height:auto\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Direct-Indexing-Hero-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Direct-Indexing-Hero-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Direct-Indexing-Hero-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Direct-Indexing-Hero-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Direct-Indexing-Hero-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph aligncenter has-text-align-center aligncenter\" style=\"margin-bottom:var(--wp--preset--spacing--2400);font-size:12px\">*Other fees may apply. Visit the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule for additional information.<\/p>\n<\/div>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group is-style-altruist-group-dark has-background-color has-black-background-color has-text-color has-background has-link-color wp-elements-feb7b9b7b255235b77bc66b089366367 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-background-background-color has-background has-width\"><\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-88e7fbb6 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-background-color has-text-color has-link-color has-headline-2-font-size wp-elements-b9fd612a8bb6a620de0b0cce5f962e53\" id=\"faqs\">FAQs:<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-bf730b6c wp-block-group-is-layout-flex\">\n<details class=\"wp-block-details is-style-altruist-details has-background-color has-text-color has-link-color has-headline-5-font-size wp-elements-b020adf904a8b342078ccd32fce5ccdf is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px\" open><summary>How does direct indexing create real tax advantages for my clients?<\/summary><p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-a801d2e7c3e634cf1cdd7ea0f309bab9\" style=\"\">Direct indexing enables year-round tax-loss harvesting at the individual security level&mdash;something ETFs and mutual funds can&rsquo;t do. This allows your clients to offset gains from other parts of their portfolio, potentially reducing their overall tax bill. Altruist&rsquo;s system automates this process and helps you quantify the potential tax alpha when presenting to clients.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-background-color has-text-color has-link-color has-headline-5-font-size wp-elements-92ecca88c54465f3c9b04df73118ecc3 is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--background);border-top-width:2px\"><summary>Which clients are the best fit for direct indexing?<\/summary><p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-7f359d6c477f0dec337413b14d006c23\" style=\"\">Direct indexing is a smart fit for clients in taxable accounts who are sensitive to taxes, want values-based investing, or simply want more transparency and control. And, with Altruist&rsquo;s low $2,000 minimum, we&rsquo;ve made direct indexing broadly accessible. It may also be great for HNW or emerging affluent clients looking to differentiate from cookie-cutter portfolios.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-background-color has-text-color has-link-color has-headline-5-font-size wp-elements-436cc18857715339d9912193ca41d8ab is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--background);border-top-width:2px\"><summary>How can I use direct indexing for clients who are currently invested in other strategies?<\/summary><p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-41d862b828cd9bc9ad9db2e0ea6be3d2\" style=\"\">Altruist lets you transition gradually by setting a tax budget, harvesting losses to offset gains, and building around existing equity positions. You can preserve legacy holdings while customizing the rest&mdash;making the move to direct indexing seamless and tax-aware.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-background-color has-text-color has-link-color has-headline-5-font-size wp-elements-e339d562393797876c9643f83b8193c7 is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--background);border-top-width:2px\"><summary>How much day-to-day management does this require from me?<\/summary><p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-f15f967abdc5204bdfa616358cdb9726\" style=\"\">Very little. Altruist&rsquo;s automation handles drift monitoring, tax-loss harvesting, and rebalancing&mdash;all in the background. You stay in control with full visibility, and can override or customize as needed. This lets you scale personalized strategies across clients without additional operational overhead.<\/p>\n<\/details>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-cfdc54a1 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) 0\">\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background has-width\"><\/div>\n\n\n<h4 class=\"wp-block-heading has-text-align-left has-max-width\" style=\"margin-bottom:var(--wp--preset--spacing--1600);--max-width-desktop:708px\" id=\"explore-our-entire-platformbuilt-for-independent-advisors\">Explore our entire platform,<br>built for independent advisors<\/h4>\n\n\n\n<div class=\"wp-block-cb-carousel-v2 cb-carousel-block is-visible\" data-cb-slides-per-view=\"1\" data-cb-slides-per-group=\"1\" data-cb-space-between=\"15\" data-cb-speed=\"300\" data-cb-breakpoints='{\"768\":{\"slidesPerView\":3,\"slidesPerGroup\":1}}'><div class=\"swiper\"><div class=\"cb-wrapper swiper-wrapper\">\n<div class=\"wp-block-cb-slide-v2 cb-slide swiper-slide\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<div class=\"premium align wp-block-lpb-lottie-player\" id=\"lpbLottiePlayer-1\" data-attributes='{\"file\":\"\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/CreateModel_420x560.json\",\"isControls\":false,\"isAutoplay\":false,\"isLoop\":false,\"interactivity\":\"playAnimationWhenVisible\",\"interactivityMode\":\"scroll\",\"interactivityActions\":[{\"visibility\":[0.1,1],\"type\":\"play\"}],\"width\":\"100%\",\"align\":\"\",\"playerAlign\":\"center\",\"isHover\":false,\"mode\":\"normal\",\"direction\":1,\"count\":0,\"speed\":1,\"intermission\":0,\"link\":\"\",\"isLinkInNewTab\":false,\"interactivityContainer\":\".wp-block-lpb-lottie-player\",\"background\":\"#0000\",\"controlsHeight\":\"35px\",\"controlsBG\":\"#0000\",\"controlsIconColor\":\"#146EF5\",\"controlsIconHoverColor\":\"#FF7A00\",\"controlsIconActiveColor\":\"#FF7A00\",\"controlsTrackColor\":\"#FF7A00\",\"controlsThumbColor\":\"#146EF5\",\"isCap\":false,\"caption\":\"\",\"capAlign\":\"center\",\"capColors\":{\"color\":\"#333\"},\"capTypo\":{\"fontSize\":{\"desktop\":{\"desktop\":\"14px\"}}},\"capPadding\":{\"vertical\":\"5px\",\"horizontal\":\"10px\"},\"capMargin\":{\"side\":4,\"top\":\"5px\"}}'><\/div>\n\n\n<h6 class=\"wp-block-heading\" id=\"better-portfolio-management\">Better portfolio management<\/h6>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Invest your way, with built-in cost efficiencies for clients and time-saving benefits for advisors.<\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color has-cta-default-font-size wp-elements-8f68867473f76667919175f957ddb791\" style=\"font-style:normal;font-weight:700;text-decoration:underline\"><a href=\"https:\/\/altruist.com\/portfolio-management\/\">Learn more<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cb-slide-v2 cb-slide swiper-slide\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<div class=\"premium align wp-block-lpb-lottie-player\" id=\"lpbLottiePlayer-2\" data-attributes='{\"file\":\"\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/FastOnboarding_420x560.json\",\"isControls\":false,\"isAutoplay\":false,\"isLoop\":false,\"interactivity\":\"playAnimationWhenVisible\",\"interactivityMode\":\"scroll\",\"interactivityActions\":[{\"visibility\":[0.1,1],\"type\":\"play\"}],\"width\":\"100%\",\"align\":\"\",\"playerAlign\":\"center\",\"isHover\":false,\"mode\":\"normal\",\"direction\":1,\"count\":0,\"speed\":1,\"intermission\":0,\"link\":\"\",\"isLinkInNewTab\":false,\"interactivityContainer\":\".wp-block-lpb-lottie-player\",\"background\":\"#0000\",\"controlsHeight\":\"35px\",\"controlsBG\":\"#0000\",\"controlsIconColor\":\"#146EF5\",\"controlsIconHoverColor\":\"#FF7A00\",\"controlsIconActiveColor\":\"#FF7A00\",\"controlsTrackColor\":\"#FF7A00\",\"controlsThumbColor\":\"#146EF5\",\"isCap\":false,\"caption\":\"\",\"capAlign\":\"center\",\"capColors\":{\"color\":\"#333\"},\"capTypo\":{\"fontSize\":{\"desktop\":{\"desktop\":\"14px\"}}},\"capPadding\":{\"vertical\":\"5px\",\"horizontal\":\"10px\"},\"capMargin\":{\"side\":4,\"top\":\"5px\"}}'><\/div>\n\n\n<h6 class=\"wp-block-heading\" id=\"fast-onboarding\">Fast onboarding<\/h6>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Start on the right foot with our consolidated, industry-defining workflow.<\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color has-cta-default-font-size wp-elements-4cf3bcde1c13021a8e26080f05d479fe\" style=\"font-style:normal;font-weight:700;text-decoration:underline\"><a href=\"https:\/\/altruist.com\/client-onboarding\/\">Learn more<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cb-slide-v2 cb-slide swiper-slide\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<div class=\"premium align wp-block-lpb-lottie-player\" id=\"lpbLottiePlayer-3\" data-attributes='{\"file\":\"https:\\\/\\\/altruist.com\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/HazelAI_420x560_v2.json\",\"isControls\":false,\"isAutoplay\":false,\"isLoop\":false,\"interactivity\":\"playAnimationWhenVisible\",\"interactivityMode\":\"scroll\",\"interactivityActions\":[{\"visibility\":[0.1,1],\"type\":\"play\"}],\"width\":\"100%\",\"align\":\"\",\"playerAlign\":\"center\",\"isHover\":false,\"mode\":\"normal\",\"direction\":1,\"count\":0,\"speed\":1,\"intermission\":0,\"link\":\"\",\"isLinkInNewTab\":false,\"interactivityContainer\":\".wp-block-lpb-lottie-player\",\"background\":\"#0000\",\"controlsHeight\":\"35px\",\"controlsBG\":\"#0000\",\"controlsIconColor\":\"#146EF5\",\"controlsIconHoverColor\":\"#FF7A00\",\"controlsIconActiveColor\":\"#FF7A00\",\"controlsTrackColor\":\"#FF7A00\",\"controlsThumbColor\":\"#146EF5\",\"isCap\":false,\"caption\":\"\",\"capAlign\":\"center\",\"capColors\":{\"color\":\"#333\"},\"capTypo\":{\"fontSize\":{\"desktop\":{\"desktop\":\"14px\"}}},\"capPadding\":{\"vertical\":\"5px\",\"horizontal\":\"10px\"},\"capMargin\":{\"side\":4,\"top\":\"5px\"}}'><\/div>\n\n\n<h6 class=\"wp-block-heading\" id=\"transformative-ai-engine\">Transformative AI engine<\/h6>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Make each day more efficient than the last with Hazel, your new AI engine.<\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color has-cta-default-font-size wp-elements-c067e32e0870054608b9534a23e5cecf\" style=\"font-style:normal;font-weight:700;text-decoration:none\"><a href=\"https:\/\/hazel.ai\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u style=\"--wp--custom--underline--style:solid\" class=\"has-text-underline is-underline-solid\">Learn more<\/u><\/a><\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-background-color has-black-background-color has-text-color has-background has-link-color wp-elements-e1adcc1d442287c9e6b20dcacf781db7 has-global-padding is-layout-constrained wp-container-core-group-is-layout-239e4e79 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-background-background-color has-background has-width\"><\/div>\n\n\n<h4 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-9be755c5b9fcdd6288c655a226df472a\" style=\"margin:var(--wp--preset--spacing--600) 0 var(--wp--preset--spacing--1600) 0\" id=\"resources\">Resources<\/h4>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-5dd96ff0 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-6c531013 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized has-width has-max-width\" style=\"--width:175px;--width-desktop:175px\"><a href=\"https:\/\/altruist.com\/company-insights\/direct-indexing-what-advisors-need-to-know\/\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"561\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/hand-key.png\" alt=\"\" class=\"wp-image-4379 has-height\" style=\"aspect-ratio:1;object-fit:cover;width:170px;height:auto\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/hand-key.png 561w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/hand-key-300x300.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/hand-key-150x150.png 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/hand-key-532x532.png 532w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/a><\/figure>\n\n\n<h6 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-bdad7c289562c29b5b754cb7d19c5a32\" style=\"text-decoration:none\" id=\"direct-indexing-what-advisors-need-to-know\"><a href=\"https:\/\/altruist.com\/company-insights\/direct-indexing-what-advisors-need-to-know\/\">Direct indexing: What advisors need to know<\/a><\/h6>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-6c531013 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized has-width has-max-width\" style=\"--width:175px;--width-desktop:175px;margin:0\"><a href=\"https:\/\/altruistllc.showpad.com\/share\/jBNQq7h0vJAtn4PHaCldE\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"561\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/direct-indexing.png\" alt=\"\" class=\"wp-image-4380 has-height\" style=\"aspect-ratio:1;object-fit:cover;width:121px;height:auto\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/direct-indexing.png 561w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/direct-indexing-300x300.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/direct-indexing-150x150.png 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/08\/direct-indexing-532x532.png 532w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/a><\/figure>\n\n\n<h6 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-282791a6519ece943acf8e113a211a5a\" style=\"text-decoration:none\" id=\"altruist-personalized-indexing-overview-for-clients\"><a href=\"https:\/\/altruistllc.showpad.com\/share\/M4cb5Ew9ddTiUZwQfgFCm\">Altruist Personalized Indexing Overview (for clients)<\/a><\/h6>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group is-style-altruist-group-dark has-background-color has-green-primary-background-color has-text-color has-background has-link-color wp-elements-26501a53e3fca790d7ce885adde2a0ac has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:8px;padding-top:var(--wp--preset--spacing--600)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-e274d50d wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading remove-br-mobile has-black-color has-text-color has-link-color wp-elements-aafb09f45b18b2c151c3a5fc4a872e64\" id=\"run-your-firm-your-way\">Run your firm your way<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph has-black-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-7648a4c7b4c90b62df4b8e719f864e6c\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Use our platform to power your vision, cut the ops work, and get a full quarter of your year back.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-left is-layout-flex wp-container-core-buttons-is-layout-fc4fd283 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-altruist-button-dark\" style=\"\"><a class=\"wp-block-button__link has-cta-default-font-size has-custom-font-size wp-element-button\" href=\"\/talk-to-us\/\" style=\"\">See us in action<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--2400)\">\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-5d6ee7fbee67b14315d4c7698a9ed5c4\" style=\"font-size:12px\">Direct indexing may have increased tracking error to the underlying index, particularly when using tax loss harvesting or personalization through security exclusions. Tax loss harvesting performance is dependent on the price path of securities; timing of deposits, withdrawals and other cash flows; tax rates; and other factors. Tax loss harvesting performance will vary by account. Direct indexing involves trading multiple securities, which may lead to price impacts when executing trades.<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-b86d630780869ab6a83d72d902809590\" style=\"font-size:12px\">Tax Management tools (including, but not limited to tax loss harvesting) may be impacted by a number of factors including a portfolio&rsquo;s rebalancer and\/or fund substitute settings. See the Altruist Tax Management Tools and Rebalancer Disclosures document on altruist.com\/legal for more information. Registered Investment Advisers (RIAs) are solely responsible for monitoring client accounts to ensure Tax Management tools and settings are operating as intended. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and\/or investment advisor regarding their individual circumstances.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Personalized indexing Personalize every portfolio Align portfolios with client values in a few clicks and rely on trusted values screens powered by Smartleaf and MSCI. In just a few clicks Align portfolios with client values See the impactbefore you assign Benefit from low minimums + low fees Other fees may apply. Visit the Altruist Financial &hellip;<\/p>\n","protected":false},"author":3,"featured_media":4372,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"footnotes":""},"class_list":["post-4370","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Personalized Indexing - Altruist<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altruist.com\/personalized-indexing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Personalized Indexing - Altruist\" \/>\n<meta property=\"og:description\" content=\"Personalized indexing Personalize every portfolio Align portfolios with client values in a few clicks and rely on trusted values screens powered by Smartleaf and MSCI. In just a few clicks Align portfolios with client values See the impactbefore you assign Benefit from low minimums + low fees Other fees may apply. 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