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Overview
Frec brings direct indexing to retail investors, buying the underlying shares of an index so losses on individual positions can be harvested for tax. It also offers portfolio-backed lines of credit at rates tied to short-term benchmarks. The service targets people who would otherwise hold index funds in a taxable account.
News
Direct Indexing Platform Frec Adds Portfolio Allocation
San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature.
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Offices
Where the company hires and what each office is for
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1
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0
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1
San Francisco
United States
HQ
