Advisors: OCIO Solutions
Today’s RIAs face a more challenging landscape than perhaps anytime in the last century. Clients demand more sophisticated alternative solutions in their portfolios. IDX Advisors is in the business of providing institutional, tactical solutions as your Outsourced CIO. Our job is to deliver best-in-class investment solutions so you can do what you do best…manage relationships and grow your advisory business.
Read more about our OCIO solutions here…
Investors: Access Rules-Based, Hedge Fund Strategies
The team at IDX Advisors has been developing institutional hedge fund strategies for the last decade. With the advent of improved technology solutions, we can now deliver these rules-based, tactical strategies directly with no performance fees. As we enter uncharted waters, we hope to provide stability and assurance that your financial security will be in good hands.
Professional Service Providers: Turnkey Asset Management Solutions
Through our partnerships with SmartX Advisory and DirectIndex, IDXAdvisors is able to deliver advisors comprehensive Turnkey Asset Management Platform (TAMP). By embedding our comprehensive OCIO capabilities within best-in-class technology, clients are able to leverage a “full-stack” outsourced wealth management solution including direct indexing and tax loss harvesting.