Page 52 - Investment Advisor March 2022

Let’s partner to make passive investing personal.™

For 30 years, we’ve helped advisors engineer customized portfolios for their clients—market
exposures that re ect highly individualized goals and deliver distinct tax advantages.

Learn why we’ve been named the leading direct indexing provider* at customtothecore.com

©2022 Parametric Portfolio Associates LLC
®
Investments are subject to risk. Contact your nancial professional.
NOT FDIC INSURED. OFFER NOT A BANK GUARANTEE. MAY LOSE VALUE.
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT A DEPOSIT.
*Improving Client Experience: Customizing with Direct Indexing, Cerulli Associates research paper (sponsored by Parametric), August 2021.

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