[Rescheduled to Feb '25] Direct Indexing 101 with Frec

Would you like to learn how direct indexing works, and why tax-loss harvesting is so important? Join us for an introduction to Direct Indexing with Frec. Frec offers a suite of automated self-service products to simplify sophisticated investment products traditionally only available via wealth managers. Its flagship product, Frec Direct Indexing, is one of the first direct-to-consumer products that enables customers to track S&P indices – delivering the benefits of index investing, with added tax savings and customization.

Join us for a hybrid event at 12pm ET on Tuesday (February 4). The leadership team from Frec will present an introduction to Direct Indexing.

What is direct indexing?
Direct indexing involves holding the underlying securities that comprise an index like the S&P500. Investors can then sell individual stocks that have dropped in value to generate tax losses if the broader index has risen. Banking these losses, a strategy known as tax-loss harvesting, can be used to offset capital-gain taxes from the sale of stock or even a home.

Who is Frec?
Check them out here (https://frec.com/about)

Frec was founded in 2021 and is based out of San Francisco. Frec is funded by a long list of incredible investors from companies like Google, Meta, Brex, and more. Frec has two subsidiaries: one is an SEC registered investment adviser and the other is an SEC registered broker dealer and FINRA member.

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Charles Gay

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