Indexperts Corporate

Designed to provide comprehensive investment management for investors.

Why Choose Indexperts Corporate?

For endowments, qualified retirement plans, municipalities, home offices, and private investors with $50 million or more in investable assets who seek to build a custom index. Our team of experts can construct private indexes tailored specifically to the needs of the institution or high-net-worth individual.

A Partner in Fiduciary Duty

As a plan sponsor or trustee, you carry the responsibility of acting in your participants' best interests. Too often, the investment menus offered by big fund providers are designed to maximize their profits, not yours. Indexperts Corporate builds custom, fiduciary-aligned solutions that put your employees first, helping ensure that your retirement plan truly delivers on its promise.

Transparency and Control for Plan Sponsors

With mutual funds, trustees rarely see beyond a ticker symbol and a glossy fact sheet. With Indexperts Corporate, you'll see exactly what your participants own. We provide full transparency into holdings, costs, and offer each participant the power to eliminate companies or sectors that don't align with their conscience (e.g. tobacco, weapons, gambling)--so you can deliver accountability and clarity to your workforce.

Beyond Mutual Fund Platforms

Traditional retirement platforms leave participants with layers of costs: fund expenses, trading spreads, hidden turnover costs, and advisor markups. Worse, plan sponsors rarely see them clearly. Our approach cuts through the noise with transparent, direct indexing that eliminates unnecessary layers of inefficiencies helping put more plan dollars to work.

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Institutions with $50 million to over $100 million in assets can schedule a meeting

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Discipline Drives Results

Breaking Tradition in Retirement Plans

Most corporate retirement plans are built on off-the-shelf mutual fund lineups. While easy to administer, they force participants into pooled products full of hidden costs, unnecessary complexity, and limited transparency. With Indexperts Corporate, we break tradition by building custom index solutions--so your partners and employees aren't stuck with the same stale options that Wall Street sells to everyone else.

From One-Size-Fits-All to Tailored Indexes

Every business is unique. Every workforce is unique. So why should every retirement plan look the same? Instead of offering the cookie-cutter mutual fund menus found in most 401(k)s, we build custom indexes that can be aligned to your employees' risk tolerance, income needs, and long-term goals.

Compounding Matters—Not Average Returns

Wall Street fund companies sell retirement plans on "average returns." But averages are misleading. Down markets and slow recoveries can rob participants of compounding over full market cycles, even if recent returns look attractive.

Our indexes are built to maximize compounding over time, with enhanced downside capture and recovery--the true drivers of results.

Quality Screens for Long-Term Security

Most indexes are constructed on company size alone. That means your employees end up owning both the best businesses and the weakest links in the same fund. Our custom indexes apply earnings-quality screens—selecting companies with strong fundamentals while eliminating unhealthy ones—so retirement plans are invested in businesses that can sustain income and stability for the long haul.

Complementary Allocations Over Blind Diversification

Employees need balance, not blind diversification. Pooled funds often own hundreds of companies, including low-quality or redundant holdings. We build complementary indexes designed to spread risk thoughtfully across sectors and asset classes, without watering down performance. The result? A smoother ride to retirement.

Downside Capture—Protecting Participants in Tough Markets

The greatest threat to retirement success isn't missing the next hot stock—it's suffering large losses right before or during retirement. Our indexes are constructed with both the good and the bad times in mind, helping limit losses in bear markets and preserving the dollars that fuel compounding when markets recover.

Efficiency Leads to Better Outcomes

Every basis point matters in retirement plans. Traditional platforms expose participants to the negative impact of hidden fees, pass-through taxes, and herding costs. By removing these inefficiencies and focusing on earnings quality + direct ownership, we deliver more efficient portfolios—which translates to higher participant balances at retirement.