DIRECT INDEXING

perform like the S&P 500 while earning tax deductions

Earn tax deductions while your portfolio grows. And it's as easy as investing in an ETF.

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Earn tax deductions while your portfolio grows. And it's as easy as investing in an ETF

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perform like the S&P 500

Directly own a diversified portfolio of the largest U.S. market-cap stocks

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earn tax deductions

Tax-loss harvesting creates opportunities to reduce taxes, unlike investing in ETFs

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as simple as an ETF

Investing in Arta’s S&P 500 direct index is zero additional effort

Build your index

see how direct indexing could reduce your taxes

and earn "tax alpha"

direct index or ETF?

When you invest in an like SPY or VOO, you don’t own the underlying shares. With Arta Direct Indexing, you get nearly the same performance but have the added benefit of owning each stock individually. This enables you to apply that contributes to “tax alpha”, as well as customize what you hold.

Direct Indexing

Exchange Traded Fund (ETF)

Individual stock ownership

Tax deductions via tax-loss harvesting

Customizable

Perform like a market index

Invest and liquidate at any time

when can a direct index be better than an ETF?

Direct indexing with automatic tax-loss harvesting can hold substantial benefits if you:

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Fall into a high tax bracket

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Have capital gains to offset

Hold an index ETF, like SPY or VOO for long-term investment

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Have recurring deposits into public market investments

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already holding lots of

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?

Customize your Arta S&P 500 direct index by removing up to ten individual stocks while still harvesting tax losses automatically and closely tracking the rest of the index.

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Overview


Legal, Privacy, & Terms

Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

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