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I previously had Direct Indexing and now have Advanced Indexing. What’s changed?

Once you have Advanced Indexing enabled in your portfolio, we’ll adjust some of your individual stock investments to align with our more intelligent weighting using five key factors that have historically delivered greater returns: value, momentum, high dividend yield, low market beta, and low volatility.

For more details, see our Advanced Indexing White Paper.

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

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