Advising Growth,
Compounding Trust.
Invest Intentionally. Customize Everything. Keep More.
Discover how Direct Indexing gives you more control, more flexibility, and better tax outcomes.
Unlike traditional funds, Direct Indexing lets you invest in the market your way—with custom exposure, tax benefits, and the ability to fine-tune your strategy to match your life, not just your risk tolerance.
Inside this free guide, you’ll discover:
What Direct Indexing is—and how it’s different from ETFs and mutual funds
How it helps you actively reduce taxes through ongoing tax-loss harvesting
Why it works especially well for high-net-worth investors and business owners
How to align your portfolio with your values, goals, and income needs
Where most investors miss the mark when trying to “DIY” this strategy
This guide is for you if you’re:
A business owner or executive with a large taxable account
A high-income investor tired of generic portfolios
Interested in more customization and more control
Looking for smarter ways to build long-term wealth—on your terms
Fill out the form below to receive your free whitepaper— no pressure, no guesswork.
"I used to think index funds were the most efficient way to invest—until I saw how much more control and tax savings I could get with direct indexing. It’s a game-changer for anyone with a large taxable account."
— Jason M., Tech Entrepreneur
"I finally feel like my portfolio reflects my goals—not just some off-the-shelf model. The tax benefits alone have made a noticeable difference in my after-tax returns."
— Danielle R., Corporate Executive
About Compound Advisory
With nearly 20 years of experience helping high-net-worth clients navigate major transitions, Compound Advisory specializes in building retirement income strategies that are as thoughtful as they are effective. The Compound Cultivator™ Method reflects our best thinking—grounded in data, fiduciary principles, and real-world results.
