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Folio Sightlines

Combining Two of The Hottest Trends in Investing: SRI/ESG Investing And Direct Indexing

SRI/ESG* investing is one of the fastest-growing movements in wealth management and shows no signs of stopping. In fact, there has been a 38% increase since 2016, and it now comprises 25% of all...

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Is Direct Indexing the Next Evolution of Wealth Management?

You’ve likely been hearing a lot in the financial news lately about direct indexing and its potential to disrupt the wealth management world. We’d like to shed a little light on what direct indexing...

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