About

Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency and control to implement client-driven account goals, along with advanced solutions for creating tax-alpha via charitable giving, tax-loss harvesting, and efficient tax location across a household.

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