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

Victory Capital Management is a diversified global investment management firm based in Boston, MA, offering a wide array of independent investment approaches and innovative solutions aimed at driving better investment outcomes. The firm provides clients with access to specialized investment strategies managed by twelve distinct Investment Franchises, each with its own independent brand and investment philosophy. In addition to its investment franchises, Victory Capital features a Solutions Platform that includes multi-asset, multi-manager, quantitative, and rules-based strategies, as well as its innovative VictoryShares ETFs. The firm's investment professionals leverage centralized operations and distribution platforms to focus on serving clients and delivering results effectively. Generated from the website