“Index investing that gets you more” refers to Frec’s Direct Indexing strategies ability to tax loss harvest in addition to tracking the S&P 500 or S&P 500 Information Technology indices.
Direct index strategies and treasury advisory services are provided by Frec Advisers LLC (“Frec Advisers”), an SEC-registered investment adviser. See Frec Advisers Form ADV Part IIA for additional information, including details on the direct indexing strategies. Frec Advisers does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is a $20,000 account minimum required to participate in Frec’s direct indexing strategies.
The S&P 500 and S&P 500 Information Technology Indices are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Frec Markets, Inc. Standard & Poors® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Frec Markets, Inc. Frec’s Direct Indexing is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding the advisability of investing in such products nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Indices.
The CRSP® indices are products of Center of Research in Security Prices, LLC, the Russell® indices are products of Frank Russell Company, the MVIS® index is a product of Van Eck Associates Corporation and all have been licensed for use by Frec.
Brokerage products and services are offered by Frec Securities LLC (“Frec Securities”), an SEC registered broker-dealer, member FINRA/SIPC. Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. Investing involves risk, including the risk of loss. Borrowing on margin can add to those risks, including losing more than invested. Please read Frec’s Margin Disclosure before borrowing. Margin accounts require a $2,000 minimum. Any stocks shown are for informational purposes and should not be considered a trade recommendation.
Frec Securities does not provide investment advice. Neither Frec Securities nor Frec Advisers provide tax, or legal advice. Frec’s website, brokerage, and advisory services are not intended for persons of any jurisdiction where Frec is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.
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