Amplify market returns while seeking tax savings
Long short direct indexing—a strategy exclusively
offered by hedge funds now available to everyone.
Amplified returns
Simulations show potential excess return of up to 8.49%1 through factor tilting and harvesting losses.
Low minimums
Get started with as low as $100K, compared to $1M minimums with hedge funds.
No human advisor needed
Save 1% on advisor fees and have all of the visibility and control over your portfolio.
How does long short direct indexing work?
Tilt your portfolio,
harvest more losses
With a long short direct index, you can choose a factor tilt to pursue potential excess returns while still tracking your benchmark index.
“It's been a great experience accessing long short without needing a middleman. I've saved a great amount of money on fees and a good amount of my own time. Strategy performance has been higher than other competitors I reviewed, and the team is readily available when I have questions.”
Michael B.
Chief Operating Officer
“I'm always skeptical of products that promise sophisticated institutional strategies at retail prices. Frec delivered. It's intuitive, the algorithm just works, and their team is responsive and genuinely knowledgeable. This is exactly the kind of tax-efficient investing tool I needed.”
Fadi M.
Senior Vice President & Attorney
Testimonials may not be representative of the experience of other customers, there is no guarantee of future performance or success, and all are current Frec customers and were not paid for these statements.
Long short vs Classic direct indexing
How does long short direct indexing differ from classic, long-only direct indexing?
Long short direct indexing
Classic direct indexing
Tax losses harvested
as a % of your initial investment over 10 years2
130%-337%
Up to 40%
Pre-tax alpha
Annual fee
0.50%-1.30%
plus 0.23%-0.86% post-tax financing costs*
0.09%-0.35%
Minimum investment
$100k-$500k
$20k-$50k
