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Remi Case Study: Mutual Fund Transition

Challenged by clients seeking to transition away from a long-held mutual fund? Learn how Direct Indexing offers a compelling solution.

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8/9/2023

4 min read


Topic

Tax Management

Key takeaways

  • Many investors are seeking to transition away from a long-held mutual fund.
  • Direct indexing can offer a way to potentially enhance after-tax returns, personalize exposures, and reduce costs.
  • By transitioning to a direct indexing solution, investors may significantly increase tax savings on an ongoing basis.
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