Frec
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Frec offers tax-efficient direct indexing, making sophisticated investing strategies accessible to all without the need for a wealth advisor.
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About Frec
Frec is revolutionizing tax-aware investing for smart money with its sophisticated yet accessible Direct Indexing platform. By offering low-cost direct indexing with supercharged tax savings, Frec allows investors to earn high interest on cash with Treasury and optimize their portfolios without the need for a wealth advisor. With Frec, clients can access tax-efficient market returns, create personalized portfolios, and protect against future tax bills by collecting tax losses. Additionally, Frec offers long short direct indexing, previously exclusive to hedge funds, and Frec Diversify to help transition concentrated stocks into diversified portfolios with minimal tax impact. Join Frec today to passively invest in the market while potentially saving thousands on taxes, with fees as low as 0.09%.