Maximize After Tax returns
Build a portfolio that is “you”
You are much more than an Index fund, WealthWeave through its industry leading direct indexing technology, helps you build an investment portfolio that fits your unique circumstances, goals and values.
Tax Loss Harvesting
Boost after tax returns by up to 1% by owning assets directly vs in an index fund or ETF
ESG Investing
Traditional ETFs and Index Funds might not meet your ESG concerns, we can help build an Investment Strategy that is right for your values.
Factor Investing
Structure your portfolio and gain Risk exposures to meet your portfolio return objectives