Personalized Investing Portfolios: Unlock the Greatest Potential

Being able to tweak investment portfolios to align with values and goals is gaining popularity among more investors of all wealth levels, and Millennials are leading the way.

A young woman looks at her computer screen, which is filled with stock charts and other graphics.
(Image credit: Getty Images)

Last year, I wrote about direct indexing, a lesser-known investment approach that started outpacing both ETFs and mutual funds in investor adoption. One of the hallmarks of this approach, that traditional ETFs or mutual fund structures don’t offer, is personalization.

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Adam Grealish
Head of Investments, Altruist

Adam Grealish serves as Head of Investments at Altruist, a fintech company on a mission to make great independent financial advice more affordable and accessible. With a career rooted in financial innovation, Adam most recently led Betterment's strategic asset allocation, fund selection, automated portfolio management, and tax strategies. In addition, he served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies.