building wealth one client at a time.
Automatic Rebalancing
Never worry about making trades on your own again! Your accounts are reviewed on a daily basis to ensure that you stay within the stated thresholds.
Speak to a Live Person
Questions? No problem! We are here to help you make the appropriate financial decisions.
Enhanced Indexing
Most investors are not aware there is a better alternative to traditional indexing. The difference in any one year is small. Over time, it only adds to your wealth.
Tax-Loss Harvesting
At Directional, we engage in year-round tax-loss harvesting to ensure that we capture all taxable losses to help offset any taxable gains.
Globally Diversified Portfolios
Through the use of DFA Funds, our equity portfolio contains over 8,000 individual companies located in over 50 countries around the world. We truly believe in a globally diversified approach.
Tax Managed Portfolios
For taxable accounts, we utilize tax minimization strategies to get you the most return on your investment.
Automatic Deposits and Withdrawals
Set it and forget it! Schedule your automatic deposits and withdrawals right from your online account.
No Trading Fees
Our management fee includes all trading costs to get you on your way to building your wealth.