Just Invest

Redefining investment management by building technology solutions for financial advisors

[Just Invest @JustInvestLLC]

Today we joined @Vanguard_Group! This partnership will enable us to help even more advisors drive better investment outcomes for their clients.

[Just Invest @JustInvestLLC]

Just Invest is joining @Vanguard_Group ! We look forward to enhancing our direct indexing offering for advisors and their clients.

https://t.co/710lB5lcyn

[Just Invest @JustInvestLLC]

How can you align your values with your investments? In our most recent episode of the Women in Impact Investing (WinImpact) series, @InMinWeTrust, founder of ConsciousCo, explores the challenges of addressing company externalities.

#ESG #winimpact
https://t.co/ABwWQHZMgR

[Just Invest @JustInvestLLC]

We are excited that Just Invest was named a finalist for Rebalancer of the Year in the @wealth_mgmt Industry Awards in recognition of our Tax-Smart Multi-Account Rebalancing!
#wealthmanagement #directindexing #innovation

[Just Invest @JustInvestLLC]

One day left! Wealth management grows more efficient as investors become more sensitive to fees. Sign up today to learn how Just Invest is collaborating with @Solactive to address the need for smart, cost-effective solutions.
https://t.co/gRbClnHmi5

[Just Invest @JustInvestLLC]

Direct indexing is changing the investment landscape. Join us this Wednesday as Just Invest’s CEO, Jonathan Hudacko, chats with @Solactive’s CMO, Timo Pfeiffer, about how the financial industry is shifting.

Register here: https://t.co/gRbClnHmi5

[Just Invest @JustInvestLLC]

As investors increasingly scrutinize the value of services, efficient solutions become vital to remaining competitive. Sign up to learn how next Wednesday, as Jonathan Hudacko discusses the future of wealth management with Timo Pfeiffer, CMO of @Solactive
https://t.co/gRbClnHmi5

[Just Invest @JustInvestLLC]

Just Invest is excited to announce that we’ve switched 15 major benchmarks to @Solactive indices. The collaboration allows us to offer quality direct indexing constructed with benchmarks comparable to major name-brand indices without major name-brand cost.https://t.co/5IESHBv3N2

[Just Invest @JustInvestLLC]

Happy Proxy Season! By participating in a direct index, you may also participate in shareholder decisions through proxy voting. Learn more about proxy voting approaches and trends here: https://t.co/QxURhF2OU4

#wealthmanagement #proxyvoting

[Just Invest @JustInvestLLC]

We’re excited to have Vijay Rao, CIO of Just Invest, discuss how to Future Proof Your Business With Direct Indexing And Estate Planning alongside experts from @getvanilla, @F2_Strategy, and @AdvicePeriod. Sign up to hear their insights!

#wealthmanagement #financialadvisors

[Vanilla @getvanilla]

Please join us for our next webinar as leaders of @JustInvestLLC, @F2_Strategy, @AdvicePeriod, and @getvanilla discuss how the future of #financialplanning can be redefined by focusing on the intersection of direct indexing and estate planning.
https://t.co/iqzPaEBj1E

[Just Invest @JustInvestLLC]

What impact opportunities are available to investors? Reegan Rae, co-CEO of @ArnerichMassena, discusses how impact investing identifies opportunities that benefit performance and people. Hear her insights here: https://t.co/UMSL462HVe

#ESG #winimpact

[Just Invest @JustInvestLLC]

How can you help your investors tax-optimize across all accounts in their household?

Many financial advisors have asked this question. Learn more about Just Invest’s solution to help advisors with this challenge. https://t.co/E6kc109DEk

#wealthmanagement #directindexing

[Just Invest @JustInvestLLC]

How can you invest with intention? Check out the latest WinImpact interview, where Reegan Rae, co-CEO of @ArnerichMassena, share her insights on impact investing trends and opportunities:https://t.co/UMSL462HVe

#ESG #winimpact

[Just Invest @JustInvestLLC]

How can you harvest losses more than once a month without violating the wash sale rule? Just Invest shares our process in this article: https://t.co/mopGZGjnuJ

#wealthmanagement #directindexing

[Just Invest @JustInvestLLC]

Smart financial advisors are enhancing their practices to better serve modern investors. Check out this Forbes article for insights on the changing landscape from Jonathan Hudacko, CEO of Just Invest, and other industry leaders: https://t.co/pG7hOZxuue

#assetmanagement #fintech

[Just Invest @JustInvestLLC]

Happy Women’s History Month! As the month comes to an end, we’re celebrating the remarkable women at Just Invest. Check out Luisa Gastambide’s interview on our Women in Impact Investing series here: https://t.co/kFn8Veasfb

#ESG #winimpact

[Just Invest @JustInvestLLC]

Just Invest’s very own Luisa Gastambide shares her insights on global ESG trends and discusses how technology enables impact investing in our recent Women in Impact Investing episode. Tune in here: https://t.co/kFn8Veasfb

#ESG #winimpact

[Just Invest @JustInvestLLC]

Want to learn more about impact investing? Check out this Forbes article which features resources recommended by Jonathan Hudacko and other ESG experts: https://t.co/oIishjTSJo

#ESG #impactinvesting

[Just Invest @JustInvestLLC]

In order to mitigate tax costs, many advisors seek to generate tax alpha through intelligent management of gains and losses. But what exactly is tax alpha? Find out in this week’s JEDI article: https://t.co/uj4DonsQg4

#wealthmanagement #directindexing

[Just Invest @JustInvestLLC]

PGIM Quant Select combines QMA’s quantitative expertise with Just Invest’s tech-enabled sub-advisory service for the first-ever active separate account with custom ESG and daily tax management. Here’s how this relates to direct indexing: https://t.co/UiQqV9DKp5

#wealthmanagement