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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
  • 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