WHY INDEX+ IS IDEAL FOR HIGH-NET-WORTH INVESTORS
INDEX+ offers a SINGLE INVESTMENT SOLUTION designed for individual investors who don’t want to manage their own portfolio, but do want to take long positions in an index fund or do target-date fund investing.
Bridging the Index Fund Gap
INDEX+ is designed to help you, as a high-net-worth investor, find the right balance between growth, safety and leverage especially in these uncertain times.
INDEX+ Separately Managed Accounts (SMAs) operate similarly to a mutual fund. Investors own their accounts and trades are grouped across all investor accounts. The minimum investment is $200k.