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  • Direct Indexing Resources
    Direct Indexing Overview description
    Frequently Asked Questions description
    Our Customization Menu description
    Tax-Loss Harvesting with Direct Indexing description
    Broad Customization Menu & Index List description
    Direct Indexing Client Resource Kit description
  • Premium Direct Indexing™ Resources
    Premium Direct Indexing™ Overview description
    First Trust Equity Managed Floor Strategy Brief description
    First Trust Equity Max Loss Collar Strategy Brief description
    First Trust Large Cap Equity Target High Income Strategy Brief description
  • Custom Option Solutions Resources
    Solutions for Concentrated Stock Positions description
    Hedged Equity Exchange Overview description
    Covered Call Transition Overview description
    Covered Call Income Overview description
    Covered Call Transition Direct Indexing Overview description
    Cashless & Credit Collars Overview description
  • Values Based Resources
    Mensuram Bonam and the United States Conference of Catholic Bishops: One Vision, Two Perspectives description
    Mensuram Bonam and the USCCB Catholic Social Teaching Guidelines, Performance, and Fiduciary Duties description
    USCCB Comparison: 2021 vs. 2003 Guidelines description
    Faith Based Investing Note: Protestant Institutions description