Mike is a Direct Indexing Specialist at Russell Investments, where he focuses on educating investors about the benefits and customization opportunities of direct indexing. With a passion for personalized investment strategies, Mike explains how direct indexing allows investors to tailor their portfolios to align with their specific goals, values, and circumstances. He highlights the advantages of fractional share trading, zero commissions, and enhanced technology that have made direct indexing accessible to a broader audience. Mike's expertise lies in guiding investors through the intricacies of tax management and the use of separately managed accounts (SMAs) to optimize their investment outcomes.