Win Win Win Article Header

Article

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

Read
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.

Watch
The Rise of Custom Indexes Image

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
Smartleaf Lock Up Image

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
Custom Index Strategy Guide image 500x500

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

Custom Index Strategy Guide

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

Custom Index Strategy Guide Image
Evaluate Solutions and Consultants
Pete Headshot

VettaFi

Peter Dietrich

Head of Global Index Sales

Paul Headshot

HELIOS

Paul Felsch

Founder and Owner

Headshot Cropped

EVO Wealth Consulting

Mike Casciano

Founder and President

Stay up to date with the latest news and insights
RIA-C-Suite-Logo_0_1732299162 w 1

© 2025 RIA C-Suite 

All Rights Reserved

Privacy Policy