Gamma Investing LLC

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GAMMA Investing Custom Index SMAs Skip to content Direct Indexing: The Next Big Thing? An interview with John Taft, Vice Chairman of RW Baird View Here About GAMMA The first centralized marketplace connecting wealth advisors and institutional investors to endless selection of personalized index investments. View Video Here Direct Indexing: The Next Big Thing? An interview with John Taft, Vice Chairman of RW Baird View Here About GAMMA The first centralized marketplace connecting wealth advisors and institutional investors to endless selection of personalized index investments. View Video Here Request a Consultation Custom Index SMAs Custom index SMAs also known as direct indexing are separately managed accounts (“SMAs”) investing in a custom portfolio of securities that track the performance of an index. They provide structural advantages over ETFs by allowing customization based on a client’s goals, social values and tax management objectives. Benefits to Investors: 1. TAX SAVINGS Unlike ETFs, SMAs provide a great opportunity for investors to harvest losses during up or down markets and maximize after-tax wealth. 2. LOWER FEES Investment solutions based on GAMMA’s unique execution model generate cost advantages which are passed on to our clients. 3. PERSONALIZATION SMAs are tailored to meet the specific needs and objectives of each investor – unlike ETFs or mutual funds which are one-size-fits-all investments. 4. POTENTIAL TO IMPROVE RETURNS If investors have actively manage

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