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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 |
| 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 |