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, CFA

Head of Investment Research

Jared Kizer evaluates findings from academic research and applies that learning to develop investment strategy recommendations. Jared collaborates daily with advisors and clients, helping investors better understand the complicated concepts that can have a tangible effect on their financial lives. Jared holds a master’s degree in finance from Washington University in St. Louis.