SAM offers a suite of direct index models. Most are included in the price of SAM's standard service.
With SAM, direct indexes are as easy to work with as ETFs. Both are simply options on a pull-down menu. There's no separate account setup and no waiting. Portfolios are analyzed daily, not at an ad hoc or biweekly basis. SAM is open architecture, enabling clients to select from a wide array of direct index models (including our own).
Have any questions? Get in touch with us.
