Frec
Tax-aware investing for smart money
Frec is a direct indexing investment platform that allows individuals to invest in market indices while minimizing capital gains taxes. It offers low-cost direct indexing as a tax-efficient alternative to ETFs, along with high-interest cash management via Treasury products. The platform is SEC-registered and SIPC-member, managing over $1 billion in assets.
Frec uses modern technology to hold individual stocks that mirror an index, enabling automated tax-loss harvesting to minimize capital gains while tracking market performance.
Individual investors seeking tax-efficient investing without a wealth advisor
Background.
- Status
- launched
- Business model
- subscription
- Company
- Frec
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