Index Technologies Group LLC

Index Technologies Group LLC is a registered investment adviser based in New York, NY, established in 2023. The firm primarily offers discretionary portfolio management services, acting as a fiduciary to clients. Clients can choose from various investment strategies tailored to different risk tolerances. The firm's investment process involves using machine learning and artificial intelligence to analyze publicly traded companies and create custom or enhanced indices. Clients have the option to impose restrictions on certain securities or types of securities in their accounts. The firm offers services through separately managed accounts, where clients hold the securities directly. The fee structure for portfolio management services is based on a percentage of assets under management, ranging from 0.25% to 0.75%. The firm does not accept performance-based fees or engage in side-by-side management. Index Technologies Group LLC does not have any disciplinary disclosures and does not receive compensation for client referrals. Clients have the option to direct brokerage, and the firm does not participate in soft dollar programs. The firm does not vote proxies on behalf of clients and does not determine eligibility for class action lawsuits. Clients are responsible for exercising their voting rights and participating in class action settlements.