Indexperts

Indexperts

Indexperts was launched in Charlotte, North Carolina, in 2021 by David Shick, a finance veteran who previously held senior investment roles at Wells Fargo Asset Management and Evergreen Investments. The firm emerged with a clear thesis: that the factor-based, research-driven portfolio construction techniques dominating institutional asset management could be delivered directly to private clients without the overhead of a large bank or wirehouse. Shick's background managing multi-billion-dollar systematic equity portfolios informs the firm's architecture, which is built around transparent, rules-based investment processes. The firm's strategy centers on factor investing within public equities, constructing portfolios that tilt toward demonstrated return drivers such as value, momentum, quality, and low volatility. Client assets are managed on a discretionary basis and held in separately managed accounts at a national custodian, giving each household direct ownership of the underlying securities rather than pooled fund shares. The approach is benchmark-aware but unconstrained by rigid tracking error limits, allowing factor tilts to compound when market regimes favor the targeted premiums. Geographic coverage spans US large-cap and developed international equity markets. Indexperts has not publicly disclosed specific portfolio holdings, consistent with its position as a private RIA managing individual accounts. As a younger registered investment advisor, Indexperts operates with a lean structure. The firm has not disclosed total assets under management, total professional headcount, or aggregate deployment figures. Its sole office remains in Charlotte. No adjacent vehicles, philanthropic foundations, or club memberships have been publicly identified. The firm's recent operational disclosures have been limited, and no capital-raising events, strategic hires, or corporate restructurings have been announced since inception. Indexperts' structural distinction lies in its exclusive focus on factor-based equity SMAs — a model that avoids the commingled fund structures and multi-asset sprawl common to bank-affiliated wealth managers. By delivering institutional factor strategies through separately managed accounts, the firm offers tax-aware customization and full portfolio transparency, two features often unavailable in ETF or mutual fund wrappers. The RIA's independence from any product manufacturer eliminates distribution incentives, aligning the firm with a pure fiduciary model.