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Summary of the Custom Index Webinar featuring Mike Casciano with EVO Wealth Consulting, Peter Dietrich with VettaFi, and Paul Felsch with Helios.

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Custom Indexes Deliver the Client’s Best Interest

Webinar

Custom Indexes Deliver the Client's Best Interest through Tech, Transparency, and Total Cost. Mike Casciano is joined by Peter Dietrich with VettaFi and Paul Felsch with Helios.

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Custom Indexes provide a better client experience in terms of cost-efficiency, tax-management and can increase the probability of achieving their investment goals.

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Custom Index Strategy Guide

How to Deliver a Win-Win-Win Scenario for RIAs, Advisors, and Clients

Connect with the Experts
Pete Headshot

VettaFi

Peter Dietrich

Head of Global Index Sales

Paul Headshot

HELIOS

Paul Felsch

Founder and Owner

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EVO Wealth Consulting

Mike Casciano

Founder and President

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