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About
Investment Strategies
Strategies
Evestia Financial provides systematic, risk-managed portfolios delivered through a technology-enabled platform for independent advisors.
Target Risk Series
Active Equity Series
Active Direct Index
Target Risk Series
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Direct Index 100
The Evestia Direct Index 100 combines the benefits of active stock selection and potential tax alpha when combined with tax loss harvesting.
Strategy Process
Direct Index 100
Strategy Inception
8-1-2023
Number of Holdings
100
Alpha
-0.20%
Beta
0.77
YTD Return (Net)
9.62%
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Factsheet
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