Joseph Consigli, AGT - Ameriprise Financial

First Trust Direct Indexing L.P., based in Boston, MA, is an investment advisor registered with the U.S. Securities and Exchange Commission. As an affiliate of First Trust Portfolios L.P., the company specializes in direct indexing asset management, offering customized investment solutions that prioritize tax-efficiency and values-based personalization. With over 30 years of experience, First Trust Direct Indexing provides financial professionals with a platform to align their clients' investment objectives, values, and interests with tried-and-true methodologies. By combining the strengths of First Trust and its affiliates, First Trust Direct Indexing delivers tools, resources, and trusted investment products designed to minimize the impact of taxes on portfolios. Their expertise in direct indexing allows for greater control and customization, enabling advisors to optimize tax outcomes for their clients. With a focus on tax efficiency and personalized investment strategies, First Trust Direct Indexing aims to provide financial professionals with the tools they need to meet their clients' unique investment goals.Generated from the website

The US Securities & Exchange Commission in Boston, MA is a regulatory agency responsible for overseeing and enforcing federal securities laws. Its primary mission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. Generated from their business information

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