Direct Indexing & Tax Loss Harvesting
Why Direct Indexing?
Direct indexing can provide greater autonomy, control, and tax advantages to certain investors, over owning an index mutual fund or an index exchange-traded fund.
Here's what makes Direct Indexing a preferred choice for our discerning clientele:
The Lumida Advantage
In a world where the traditional 60/40 portfolio no longer suffices, Lumida stands as a beacon for those seeking more.
Our clients, with their insatiable thirst for knowledge and clarity, recognize the potential of niche asset classes and emerging technologies.Lumida's mission is clear: to guide you beyond the ordinary, helping you achieve the extraordinary.
With institutional-grade insights and an unwavering dedication, Lumida is more than just an investment advisor;
we're your partner in achieving financial brilliance.
Astute Portfolio Management
Navigating the digital asset space demands finesse. Lumida's seasoned team manages, rebalances, and ensures your portfolio remains attuned to your goals.
Tailored Asset Selection
With a plethora of digital assets available, Lumida's expertise ensures you invest in those that resonate with your financial aspirations and risk profile.
Lumida's extensive network, the Lumida Tribe, comprising financial mavens, operators, and investors, grants you access to premier early-stage venture investments in the digital realm
Stay abreast of your digital asset performance across platforms. Lumida's vigilant approach identifies potential risks and lucrative opportunities, ensuring optimal portfolio health.