While most of us are familiar with mutual funds or ETFs, direct indexing may be another option when investing in the world’s stock markets. Chief Investment Officer Jared Kizer shares specific situations where this lesser known broad diversification strategy may be beneficial.

Jared Kizer

Jared Kizer

Head of Investment Research

As Chief Investment Officer and chair of the firm’s Investment Policy Committee, Jared evaluates findings from academic research and applies that learning to architect the firm’s investment strategy.