Altium's Jim Dowling Sits Down with Citywire to Discuss Direct Indexing
Altium Managing Partner, Jim Dowling, sat down with Citywire RIA to share his knowledge on direct indexing and explain how Altium’s innovative approach to tax loss harvesting allows us to deliver immense value to our clients. From Jim, ‘You can add value through tax loss harvesting at great scale and with great frequency. The way we do it is, every single day, every holding in every client’s account is evaluated looking at two different things: the opportunity to harvest a tax loss and the opportunity to rebalance.’
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