Direct Indexing
Partner With Us
Deliver Personalized, Scalable, and Tax-Efficient Portfolios Partner with us to transform your investment offering with AI-enabled direct indexing.
Our platform empowers advisors to deliver truly personalized portfolios—at scale—while optimizing for tax efficiency and seamless client experiences. AI-powered capabilities include:
Personalized Indexing
Smart Weights Allocation
Tax Loss Harvesting
Portfolio Transition
Auto Re-balancing
API-First Design
DIRECT INDEXING
See How It Works
Watch our Direct Indexing video to see how it works and discover the benefits it can offer your clients.
A Core Strategy, Built for Flexibility
ICR Partners Personalized Indexing SMA
ICR Partners Personalized Indexing is a separately managed account that serves as a core strategy, easily complemented by other asset classes for a well-balanced portfolio.
Which accounts are right for Personalized Indexing?
Concentrated Portfolios
Tailored strategies for focused asset allocations
High Net-Worth Investors
Designed for those in higher tax brackets
Values-Driven Investors
Align your portfolio with personal or ESG values
Performance-Sensitive
Minimize dispersion from benchmark indices
Philanthropic Investors
Strategies that incorporate charitable giving goals
Growth-Focused Investors
Targeting medium to long-term capital appreciation
What is the minimum account size?
$500,000
Helping advisors and institutions deliver tailored investment solutions that align with client goals, values, and performance targets.
1,000+ Direct Indexes
Broad coverage across asset classes and strategies
50+ Customization
Including ESG, factor tilts, and risk preferences
AI-Enhanced Automation
Streamlined, tax-efficient portfolio management
Custodian Integration
Direct, seamless platform connectivity
Personalized Performance
Tailored portfolios with benchmark precision
Tax-Efficient Transitions
Minimize impact during rebalancing and onboarding