Back-to-back years of 20%+ gains in the S&P 500 Index leave many investors holding highly appreciated assets and assuming undue concentration risks.
As 2025 takes shape, PGIM Custom Harvest’s Robert Holderith and Jeff Conway share insights on the evolving market backdrop and explain how a direct indexing strategy can help overcome common investor challenges while contributing to a portfolio’s after-tax return potential.
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PGIM Custom Harvest was known as Green Harvest Asset Management prior to being acquired by PGIM Investments and becoming an indirect subsidiary of Prudential Financial on December 10, 2021. Performance for periods prior to December 10, 2021 was achieved by Green Harvest Asset Management prior to its change in ownership.
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