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Indexperts

EST. AUM
$100,888,502

CONTACTS

CLIENT ACCOUNTS
3

Firm Details

Metro area Charlotte
CRD Number 314858
Website indexperts.com
Client types

Overview

Indexperts is an investment advisory firm specializing in earnings-focused index investing for institutions, affluent investors, and ETF investors. The firm develops proprietary indexing strategies designed to improve investment outcomes by emphasizing company profitability, transparency, and cost efficiency. Through its institutional, advisory, and ETF offerings, Indexperts seeks to provide investors with disciplined, rules-based investment solutions that differ from traditional market capitalization-weighted indexes while maintaining long-term investment principles.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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