The Benefits of Direct Indexing

The Benefits of Direct Indexing
Date: Wednesday, July 15, 2026
Time: 12—1pm PT
Presenters:
John Flammia
Managing Regional Director
Natixis Investment Managers

Todd DeKellis
Financial Advisor, RJFS
Addison Avenue Investment Services

You're invited to a in‑person session about Direct Indexing — a tax‑efficient way to invest by owning individual stocks instead of an ETF or mutual fund. Our guest speakers, Todd DeKellis, Financial Advisor at Addison Avenue Investment Services and John Flammia, Managing Regional Director at Natixis, who will discuss the benefits of Direct Indexing including:

Customization flexibility — Ability to tailor portfolios around personal values, sector preferences, or restricted stock holdings.
Improved tax management — Ongoing monitoring can capture losses throughout the year, not just at year‑end.
Enhanced long‑term efficiency — Over time, tax savings may compound, improving after‑tax performance relative to traditional index funds.

This presentation is designed to be educational and accessible, whether you're new to the concept or looking to deepen your understanding. We hope you can join us for this informative session.

*Lunch will be provided

Sponsored by Natixis

Registered address: 1210 Roseville Parkway, Suite 130, Roseville, CA 95678 | 855.744.8585

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Raymond James is not affiliated with Natixis or John Flammia. Any opinions are that of Todd DeKellis or John Flammia and not necessarily of Raymond James.