--- title: RIA C-Suite Custom Index 101 description: Explore how to evaluate, select, and implement custom index solutions into an RIA firm's advisor and client experience. The benefits to firms, advisors, and clients are many. image: https://riacsuite.com/hubfs/Custom%20Index%20101%20Image%201900x1200.png --- [![RIA C-Suite Logo](https://riacsuite.com/hubfs/RIA%20C-Suite%20Logo.png)](https://riacsuite.com?hsLang=en) - [Content Hub](https://riacsuite.com/insights?hsLang=en) - [Custom Index 101](https://riacsuite.com/custom-index) - [Digital Marketing 101](https://riacsuite.com/ria-digital-marketing?hsLang=en) - [Webinars](https://riacsuite.com/webinars?hsLang=en) - [Videos](https://riacsuite.com/videos?hsLang=en) - [3 Good Questions](https://riacsuite.com/videos?hsLang=en#three-good-questions) - [Done in 90 Seconds](https://riacsuite.com/videos?hsLang=en#done-in-90-seconds) [![Demo Portal](https://no-cache.hubspot.com/cta/default/47138624/240dfc16-ca7d-4403-b5e5-40ff02093b05.png)](https://cta-redirect.hubspot.com/cta/redirect/47138624/240dfc16-ca7d-4403-b5e5-40ff02093b05) ![Win Win Win Article Header](https://riacsuite.com/hs-fs/hubfs/Win%20Win%20Win%20Article%20Header.png?width=250&height=250&name=Win%20Win%20Win%20Article%20Header.png) ## Article Summary of the Custom Index Webinar featuring Mike Casciano with EVO Wealth Consulting, Peter Dietrich with VettaFi, and Paul Felsch with Helios. [Read](https://riacsuite.com/ria-c-suite-insights/how-custom-indexes-deliver-a-win-win-win-for-rias-advisors-and-clients?hsLang=en) ![Custom Indexes Deliver the Client’s Best Interest](https://riacsuite.com/hs-fs/hubfs/Custom%20Indexes%20Deliver%20the%20Client%E2%80%99s%20Best%20Interest.png?width=250&height=250&name=Custom%20Indexes%20Deliver%20the%20Client%E2%80%99s%20Best%20Interest.png) ## 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. Watch ![The Rise of Custom Indexes Image](https://riacsuite.com/hs-fs/hubfs/The%20Rise%20of%20Custom%20Indexes%20Image.png?width=250&height=250&name=The%20Rise%20of%20Custom%20Indexes%20Image.png) ## Article Custom Indexes provide a better client experience in terms of cost-efficiency, tax-management and can increase the probability of achieving their investment goals. [Read](https://riacsuite.com/ria-c-suite-insights/the-rise-of-custom-indexes-1?hsLang=en) ![Smartleaf Lock Up Image](https://riacsuite.com/hs-fs/hubfs/Smartleaf%20Lock%20Up%20Image.png?width=500&height=500&name=Smartleaf%20Lock%20Up%20Image.png) ## Article Jerry Michael, President of Smartleaf, addresses a popular concern about "direct indexing" potentially locking up in terms of tax management vs. the actual experience. [Read](https://www.smartleaf.com/our-thinking/smartleaf-blog/from-our-mailbox-how-we-address-concerns-about-direct-index-lock-up) ![Custom Index Strategy Guide image 500x500](https://riacsuite.com/hs-fs/hubfs/Custom%20Index%20Strategy%20Guide%20image%20500x500.png?width=500&height=500&name=Custom%20Index%20Strategy%20Guide%20image%20500x500.png) ## Strategy Guide View the Custom Index Strategy Guide that delivers an overview of what Custom Indexes are, how they work, and the benefits to Firms, Advisors, and Clients. [View](https://riacsuite.com/custom-index-strategy-guide?hsLang=en) ## Custom Index Strategy Guide ### How to Deliver a Win-Win-Win Scenario for RIAs, Advisors, and Clients [![Custom Index Strategy Guide Image](https://riacsuite.com/hubfs/Custom%20Index%20Strategy%20Guide%20Image.png "Custom Index Strategy Guide Image")](https://riacsuite.com/custom-index-strategy-guide?hsLang=en) Evaluate Solutions and Consultants ![Pete Headshot](https://riacsuite.com/hs-fs/hubfs/Pete%20Headshot.jpg?width=200&height=200&name=Pete%20Headshot.jpg "Pete Headshot") ## VettaFi ### Peter Dietrich ### Head of Global Index Sales [Email Pete](mailto:peter.dietrich@tmx.com) [Learn More](https://riacsuite.com/vettafi?hsLang=en) ![Paul Headshot](https://riacsuite.com/hs-fs/hubfs/Paul%20Headshot.jpg?width=200&height=200&name=Paul%20Headshot.jpg "Paul Headshot") ## HELIOS ### Paul Felsch ### Founder and Owner [Email Paul](mailto:paul@heliosgrc.com) [Learn More](https://www.heliosgrc.com/) ![Headshot Cropped](https://riacsuite.com/hs-fs/hubfs/Headshot%20Cropped.png?width=200&height=200&name=Headshot%20Cropped.png "Headshot Cropped") ## EVO Wealth Consulting ### Mike Casciano ### Founder and President [Email Mike](mailto:mike@evo-wealth.com) [Learn More](https://riacsuite.com/evo-wealth?hsLang=en) ## Stay up to date with the latest news and insights ![RIA-C-Suite-Logo_0_1732299162 w 1](https://riacsuite.com/hs-fs/hubfs/RIA-C-Suite-Logo_0_1732299162%20w%201.png?width=100&height=100&name=RIA-C-Suite-Logo_0_1732299162%20w%201.png "RIA-C-Suite-Logo_0_1732299162 w 1") © 2025 RIA C-Suite  All Rights Reserved Privacy Policy ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://riacsuite.com/media-transcripts/195483859714/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://stream.mux.com/LnmctjT3f7s02Myx71HtO02tzmHxG6WigD9p6Xe6wxyqY/capped-1080p.mp4", "dateModified" : "2025-09-02T22:18:37.366Z", "duration" : "PT24M39S", "height" : 1080, "name" : "Webinar Custom Indexes Deliver the Clients Best Interest", "thumbnailUrl" : "https://47138624.fs1.hubspotusercontent-na1.net/hubfs/47138624/Webinar%20Custom%20Indexes%20Deliver%20the%20Clients%20Best%20Interest.mp4/medium.jpg?t=1756851517366", "uploadDate" : "2025-09-02T22:13:11.366Z", "width" : 1920 } ```