3 Factor Indexing LLC

3 Factor seeks the best real­is­tic after-tax per­for­mance — with min­i­mal increased risk — via tax opti­miza­tion, opportunisitc portfolio re-bal­anc­ing, low fees, and customized portfolio asset allo­ca­tions informed by the research of leading invest­ment and aca­d­e­mic lumi­nar­ies. By mak­ing your tax­able accounts more IRA-like, our stud­ies show that your tax sav­ings more than pay for our low fees1. As a registered investment advisor and wealth manager, 3 Factor provides a sophisticated long-term portfolio management service for our clients. We refer to our investment approach as “Three Factor Indexing” with our goal being to deliver the best, realistic after-tax returns for the client portfolios which we manage. Like many suc­cess­ful invest­ment advi­sors, we believe that mar­kets are by-and-large effi­cient and that try­ing to ‘beat the mar­ket’ is a fool’s errand. Most top advi­sors take only two con­crete steps to improve per­for­mance for their clients: set up a diver­si­fied equity and fixed income allo­ca­tion, and use best-in-class, low-cost index funds. But where the advi­sory indus­try stops, 3 Factor begins.