In an era of ETFs and index vehicles, one doesn't expect customization. Since active managers have had trouble beating their benchmarks for decades, clearly indexing is the way to go. But, it's definitely one size fits all.
Now, what if you could have the best characteristics of index vehicles but have them tailored to your specific needs?
For the past several years, Boardwalk Capital Management has offered its clients core portfolio building blocks that are index-based but that are built from individual stock positions so that they can be customized.
It's a Personal Index approach.
The advantages of the index fund (low cost, index-tracking performance) are retained, but individual management means that the investor gains the ability to:
Customize industry exposures to meet social investment objectives
Build around a concentrated stock position to avoid duplication of risks
Harvest losses throughout the year (to offset any gains taken elsewhere)
In short, quantitative portfolio construction of the Personal Index approach allows an investor to have the utmost in customization, consistent performance, tax efficiency, risk management capability, and a low cost of delivery.
Free trading at major custodians has made such strategies feasible where they were once prohibitively expensive. And investors are the winners.
Interested in how a Personal Index approach could help you better achieve your investment objectives? Give us a call to learn more.