STRATEGIES //
Customized
Direct Indexing.
Built for clients who want broad market exposure while managing for tax factor exposure and value-based exclusions.
Core Equities & Fixed Income
Broad, transparent market exposure across equity and fixed income — the foundational layer every customization is built on top of.
Tax-Aware Equities
Active tax management treated as an optimization problem — balancing tracking error, turnover, and tax cost together, so after-tax return never comes at the expense of intended risk exposures.
V-Square Completion Portfolio (VCP)
A Diagnosis-to-Completion approach: we map your total portfolio's factor exposures, then tailor a solution that fills the gaps against your intended allocation.
Value-Based Customization
Portfolio-level exclusions and tilts reflecting a client's specific values, applied without disrupting the underlying strategy's risk profile.
Sustainability-Focused Customization
ESG and sustainability overlays layered onto core exposure, for clients who want their portfolio to reflect environmental and governance priorities.
GET IN TOUCH //
Ready to go beyond
off-the-shelf?
Whether you are an institutional allocator, OCIO platform, or RIA, we welcome a direct conversation about where V-Square fits in your portfolio construction framework.