Berkshire Global Advisors acted as financial advisor to Just Invest
Just Invest is a tech-driven asset manager that uses large-scale data analysis, quantitative algorithms and risk modeling to deliver innovative portfolio and tax management, greater client engagement and world-class economics for both advisors and investors. The firm empowers advisors to enter the new era of wealth management, driven by unprecedented customization and transparent, efficient tax management.
Vanguard is one of the world’s largest investment management companies. As of May 31, 2021, Vanguard managed $7.9 trillion in global assets. The firm, headquartered in Valley Forge, Pennsylvania, offers 417 funds to its more than 30 million investors worldwide.
Just Invest leverages large-scale data analysis, quantitative algorithms, and risk modeling to deliver scalable portfolio and tax management through its direct indexing platform, fostering greater client engagement and world-class economics for both financial advisors and their investors. The firm’s capabilities will augment Vanguard’s $3 trillion financial intermediary business, serving registered investment advisors (RIA), bank, and broker-dealer financial advisors.