Earnings Quality – Many market-cap index funds replace companies after they drop below market-cap requirements. This usually occurs after the company's stock has already dropped significantly. Indexperts applies an earnings quality screen that helps identify companies with the highest earnings standards while avoiding those that do not.

Direct Ownership of Equities – Unlike mutual funds and ETFs where investors are pooled and often penalized when small investors move in and out, Indexperts investors own stocks directly through fractional shares. This helps enhance results by avoiding small investors' bad behavior commonly known as herding impact.

Managing Cost – Unlike our competition, Indexperts avoids the hidden costs of retail equity funds and ETFs. Trading costs and expense ratios take a toll on results. Indexperts avoids these hidden fees through direct ownership of the shares.

Control & Transparency – Because our investors own the stocks directly through fractional shares, it gives each investor total control and transparency of a diversified portfolio of equities. Unlike equity mutual funds and ETFs where tracking individual stocks is made difficult, our investors own securities directly. Tracking progress of holdings is made easy because of holding transparency.

Education - The indexperts Investor Institute provides best-in-class research and educational material FREE for all clients. We believe that empowering investors of all ages to be smart investors is key to enhancing results. Indexperts Investor Institute guides cover basics of money and saving as well as deeper dives into portfolio efficiency and smart investor behavior.