Why Just Invest is right for your clients

1. Granular ESG for All Your Clients

Align investments with clients’ values using:

  • The UN’s Sustainable Development Goals
  • Impact tilts
  • SRI screens
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2. Daily Tax Alpha

Minimize taxes and maximize long term growth for all your clients:

  • Daily tax loss harvesting
  • Asset location implementation
  • Tax efficient transitions
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Clear, simple reports on tax savings and portfolio performance

3. Quantified Results

Share account reports that highlight clients’

  • Tax savings
  • ESG impact
  • Portfolio performance
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4. Branded Solutions

Differentiate your firm with white-labeled customizations based on your investment philosophy.

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Learn more about how Just Invest direct indexing can benefit your clients

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