Just Invest
HQ Address
344 Thomas L Berkley Way, Oakland, CA 94612, United States
Website Address
Business introduction
Direct indexing done just right
Exceed client expectations with tax-efficient, hyper-personalized investment solutions
We are a group of investment and technology professionals who believe that growing your wealth should not come at the expense of your values and intentions. With50+ years of finance and technology experience, we work hard every day to deliver scalable, personalized investment solutions investors and their investment advisers.We are fluent in risk modeling, portfolio optimization, factor tilts and smart beta, and Environmental, Social and Governance scoring. Collectively, we have built investment platforms that are used to manage trillions of dollars of institutional portfolios, pioneered tax-optimal, socially responsible portfolios, managed Exchange Traded Funds (ETFs), and evaluated and recommended professional fund managers. Our former employers include: Aperio, Apple Computer, Barra, Blackrock Solutions, Callan Associates, Honeywell, MSCI, and Wells Fargo. We value transparency, honesty, and hard work in the serviceof our clients. We lookforward to working with you to invest for your future.
Just Invest Solutions
Just Invest for Advisors
Solutions for you and your clients. Set yourself apart by delivering clients unique, quantitatively managed portfolios. Aligning client values. By offering personalized portfolios, you can address specific companies, issues and values most important to your client. Now you can exclude individual companies and optimize to maximize impact across multiple ESG factors such as pollution......
