Gaining An Edge Beyond ETFs
Unlock the potential of Direct Indexing beyond ETFs with Mo Al Adham, Founder & CEO at Frec.
Date and time
Location
Online
About this event
- 45 minutes
This event is intended for our US-based community and will be at 12 pm PDT, 3 pm EST.
Tracking market performance, or index investing, began with the invention of mutual funds. ETFs then came along as a more tax-efficient strategy. Now, an even better passive investment vehicle has become available to all investors - direct indexing. With direct indexing, you get the same simplicity and similar performance as investing in ETFs, plus thousands of dollars in tax savings through tax loss harvesting.
The ultra-wealthy have been using direct indexing for decades to generate market returns while reducing their tax bill. With recent technological innovations, now you can too.
What you'll learn:
- The mechanics of direct indexing and its tax-saving potential
- How tax loss harvesting with direct indexing stacks up against traditional investment options such as ETFs & mutual funds
- How to harness the full benefits of direct indexing from fees, index tracking, and technical aspects.
- Note that direct indexing is only available in the US.
Who you'll hear from:
- Mo Al Adham, Founder & CEO at Frec
Mo Al Adham is the founder and CEO at Frec. Previously, he was the first advisor of Instacart, founder of Twitvid, and a product leader at Twitter.
About Frec
Frec is an investment platform making sophisticated investing super simple and accessible.
Frec’s mission is to give everyone access to the same tools used by the ultra-wealthy to build long-term wealth. Many advanced wealth creation strategies, such as direct indexing, are now ready for mass adoption due to technological advances in financial tooling. Frec was founded in 2021 and is based out of San Francisco.
Agenda:
- 12 pm - Introductions & session with Mo Al Adham
- 12.30 pm - Audience Q&A
- 12.45 pm - End
About Finimize
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