An Alignment of Strengths

Over its 30-year history, First Trust has worked alongside financial professionals to provide tools, resources, and trusted investment products, many of which are designed to minimize the effect taxes have on a portfolio. In July 2022, First Trust expanded on this mission by adding an affiliate, First Trust Direct Indexing L.P. (formerly Veriti Management LLC), a direct indexing asset management company that delivers customized investment solutions with more opportunity for tax-efficiency and values-based personalization. This combination of strengths provides a platform that allows advisors to align the investment objectives, values, and interests of their clients with tried-and-true methodologies offered by First Trust and its affiliates.