Frec

When investing your hard-earned cash, you must know it’s in good hands. At Frec, here’s how we work to keep your money safe 👇 Regulatory Framework → Frec has a registered broker-dealer and investment advisor, subject to strict rules designed to protect investors. This means we’re held to high standards, ensuring your interests come first.  Customer Protection Rule → Your assets are always kept separate from our operating funds, providing an additional layer of security for your money. We confirm daily that all client assets are held safely at our clearing firm. Fiduciary Duty → Our subsidiary, Frec Advisers LLC, has a fiduciary duty to you, meaning we’re legally obligated to act in your best interests. Partnership with Apex Clearing → We partner with Apex Clearing to hold your assets, ensuring they are held by a technology focused custodian in the industry. Advanced Security Measures →   From two-factor authentication to top-notch encryption, we prioritize your information and assets' safety. Regular audits and employee access controls help us maintain the highest security standards. At Frec, safeguarding your assets isn’t just a responsibility — it’s our highest priority. Learn more: https://bit.ly/3XMnE5Z

Direct Indexing 🤔 As an investor, you have more choices than ever. In this guide, we'll show you why there's one clear choice. 😁 Here’s why Frec stands out👇 Unmatched choice: Choose from thirteen index options with customizable company and sector selections. 100% direct indexing: Invest directly for optimal tax efficiency, avoiding ETF exposure. Advanced algorithms: Our optimizations minimize tracking error and capture losses effectively. Full transparency: View every trade, tracking differences, and tax savings clearly. Lower fees and minimums: Start investing with a 0.10% advisory fee and a $20K minimum. Designed for investors: Enjoy a robust self-managed direct indexing solution without an advisor. Read our comprehensive guide now https://lnkd.in/gDXBtakR #Wealthfront #Fidelity #Schwab #Parametric #directindexing

The newest episode of Smart Humans is out featuring our very own Mo Al Adham discussing his entrepreneurial journey and the founding of Frec with Slava Rubin 🚀

Join FAANG FIRE's Andre Nader and Frec CEO Mo Al Adham for an engaging webinar about direct indexing and how it's particularly useful for diversifying concentrated positions in a tax-efficient way.

Check out Andre Nader's thoughtful overview of why he started direct indexing and his experience with Frec so far.

For folks in the Bay Area, join us at Frec HQ for a fireside chat with Meta's VP of GenAI.

“This is not some kind of fad, this is not just ‘this year’s hot new product.’ This is something that really should be a permanent part of everybody’s investment program.” Find out why Richard, a former hedge fund manager, chose Frec for Direct Indexing.

The Direct Indexing Handbook is the ultimate guide to all things direct indexing. While there is a lot going on underneath the hood, the experience itself is simple. 1) Get market performance, 2) Collect tax losses (or "tax deduction points), 3) Pay less taxes. Find out how it all works in this digestible read. https://lnkd.in/g6gpgu8R

Our very own Mo Al Adham and James Neufeld are hosting a webinar on March 14th about all things direct indexing. Learn how tax loss harvesting with direct indexing can get you index-like performance while lowering your tax bill. We'll discuss how the strategy compares to ETFs and mutual funds, why it's now available to more investors, and answer any questions you might have. Register 👇 https://lu.ma/4u2tfaie

Do transaction costs negatively impact the tax benefits from direct indexing? We decided to answer it, once and for all, in our newest white paper: https://lnkd.in/gCES3C8g Fees due to automated trading amount to 0.5% to 1% of harvested capital losses, which are negligible relative to the tax benefits. A cost-benefit analysis based on a $50k deposit generates ~$19.5k in harvested losses and approximate transaction costs of ~$173 for the same period. Interestingly, we saw that timing trades is important with pretty stark differences in transaction costs over the course of the day. It’s best to execute trades towards the end of the day. Continuously improving our algorithms is at the heart of what we do, and we believe in the open dissemination of our research. See our white papers at frec.com/research.