Indexperts: Indexing made Better!
The world has changed, but index investing has stayed the same... until now.
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Index Investing Made Better!
Enhancing index investing for affluent investors! 3 steps to building a better index!
Building a better index for affluent investors
Introducing Institutional Direct!
When index funds launched in the 1970s, stocks were added and removed based on size, not quality--leaving investors pooled in baskets of both healthy and unhealthy companies, with hidden costs baked in. At Indexperts, we built a more efficient approach we call Institutional Direct, designed around earnings quality, transparency, and true efficiency.
Four Factors That Drive Indexperts Earnings Focused Institutional Indexes
The Indexperts Advantage
The Old Way of Index Investing
"History only repeats itself unless you fix it!"
~ Stephen L. Thomas
Whether You’re Institutional, Affluent, or Just Getting Started — Efficiency Matters!
3 Types of Indexperts Investors:
Corporate
Generally for institutions with $50 million to over $100 million in assets
Advice
Expert advice & institutional indexes for investors with $500,000 to $50 million
ETFs
For investors of any size who seek portfolio efficiency
4 factors
that drive smart investor results!
Investment results have a direct correlation to portfolio efficiency. Each Indexperts portfolio is built using these four principles: equity earnings quality, direct ownership, minimized investor cost, and transparency.
Inception Date 6/1/2020. Performance through 7/31/2025, reflects a .85% deduction for a Management Fee, and includes the reinvestment of dividends. Past performance may not be indicative of future results. All investing involves risk including the possible loss of principal.
Indexperts Introduces Indexopedia - The digital learning center for Indexperts clients
Indexopedia is the education and insights center for Indexperts clients, created to empower investors with the knowledge and discipline needed to navigate all types of markets up to and through retirement.
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6 Qualities of an Efficient Portfolio
How do you know if your portfolio is efficient and what impact it has on results?
More Guides Available Exclusively to Indexperts Clients
Example Guide 1 of 6
3 Factors of Compounding: Upside, Downside, and Recovery
When investors think about building wealth, they often consider up-market growth, or how much they will achieve if the markets rise. When markets are up, one of the first things investors do is see what their returns are for the day, month, or year. While a rally is always welcome, long-term success of a portfolio isn’t built on short rallies in certain sectors. History has proven time and again that rallies in sectors come and go.
Example Guide 2 of 6
How Can I Teach my Kids How to Save and Invest Wisely?
Teaching children the importance of saving and investing is a valuable life lesson that can set them up for financial success. By fostering good habits early, parents can instill a mindset that balances responsibility with long-term thinking.
Example Guide 3 of 6
Institutional Indexing is Built for the Individual, Retail Indexing is Built for the Institution
Pooled index funds have become very popular over the last three decades. This is due in part to the ease of access it provides small investors who want a diversified basket of stocks for a low initial investment. While pooled index funds and ETFs (exchange-traded-funds) may be appropriate for small investors, there are a few considerations affluent investors should keep in mind before using these products.
Example Guide 4 of 6
Proof that Market Timing Doesn’t Work!
Trying to time the stock market is like trying to catch lightning in a bottle – tempting, but statistically doomed to fail. While the concept of “buy low, sell high” seems intuitive, the reality is that predicting market tops and bottoms with any consistency is virtually impossible, even for professionals. In this article, we’ll break down why market timing doesn’t work, using real-world examples, data from major recoveries, and insights from investor behavior research.
Example Guide 5 of 6
Waiting for Recovery Instead of Chasing Returns
Even the most well-constructed portfolio will suffer if the investor makes bad choices. It is easy to stay the course when markets are steady, but many investors lose their nerve during periods of volatility or chase returns when they feel they’re missing out. If your strategy was constructed thoughtfully, with a focus on quality, direct ownership, and spreading risk, then you should think twice before making changes due to recent fluctuations.
Example Guide 6 of 6
What If You Miss the Best Part of the Recovery?
Investing in the stock market is often compared to riding a roller coaster: there are thrilling highs and gut-wrenching lows. The periods following market downturns–when recoveries begin–are crucial for long-term investors. Missing the initial phase of a market recovery can have significant implications for overall portfolio performance.
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