I published the June version of the direct indexing market map last week on LinkedIn.
This version incorporates another round of public and private comments.
I want to know if market demand matches this enormous investment.
My latest thinking is… sorta?
There appears to be a “sweet spot” investor profile ideally suited to direct indexing. Somewhere between $1 MM and $5 MM account size.
This is a nuanced issue and will be the subject of my next long-form piece in a week or so.
Until then, my LinkedIn has more incremental detail, including a new piece today.