Solution introduction
Starting at a US$25,000 minimum, the Values-Aligned Direct Index Solution (VADIS) fits any client portfolio
Powered by core YourStake technology and backed by the expertise from First Affirmative Financial Network
Unlock personalization and grow your practice with VADIS: The Values-Aligned Direct Index Solution.
In Latin, 'VADIS' means "Where are you going"
VADIS makes it easy to generate progress towards your client's goals of investing in solutions designed to meet their financial and values goals with the greatest amount of transparency, customization, and ability to realize tax efficiencies.
Created in collaboration with First Affirmative, featuring powerful technology and multiple custodians.
