Insight
Remi Case Study: Concentrated Stock Position
Clients challenged by holding a concentrated stock position? Learn how Direct Indexing offers a compelling solution.
8/14/2025
3 min read
Topic
Direct Indexing
Key takeaways
- Many investors currently have concentrated stock positions in their portfolio.
- Direct indexing can offer a way to reduce concentration risk and enhance portfolio diversification.
- By transitioning to a direct indexing solution, investors may significantly increase tax savings on an ongoing basis.
Related insights
Explore the ins and outs of direct indexing, why it matters, and how it can be used to create personalized, tax-smart investment strategies.