Tag: YourStake

10 Reasons Why a Direct Indexing Solution Can Help You Grow Your Practice

Read the Full Article Here. Direct indexing has been a tool for high-net-worth investors for decades, but advancements in technology like fractional shares have transitioned it into a widely accessible and indispensable strategy.  By allowing clients to own the individual stocks that make up an index rather than a pooled investment like a mutual fund […]

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Video: Elevate Your Practice – Customized ESG Portfolios and Impact Reporting

First Affirmative Financial Network has partnered with YourStake.org to create a strong force in the ESG/SRI arena with portfolio construction and reporting platforms that can elevate the conversation and assist in creating investments for a better future. On April 20th, Theresa Gusman (Chief Investment Officer at First Affirmative), Patrick Reed (CEO at YourStake) and Gabe […]

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