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Get to know us. The team

With over 100 years of experience in wealth management, our team leads extensive support for financial advisors, aiding them in crafting bespoke investment solutions for their discerning clientele. Embracing open architecture, we explore limitless options for the finest portfolio ingredients, committed to delivering excellence.
Craig Cmiel
Founder
35+ years experience as an advisor, branch manager, field leader, and investment product development at firms that include Merrill Lynch and UBS.
Chris McHeffey
Founder
30 years experience working with advisors across the entire wealth management product spectrum at a number of firms including UBS and Blackrock.
Greg Vigrass
Advisory Board
35 years experience with custodians and investment platforms, building and managing complex investment solutions for advisors.

Selection Criteria

At BX Index, our portfolio strategies employ a rules-based approach in index construction, characterized by a process with repeatability and unbiased objectivity. Consistency is inherent in all the indexes we present to you.
These indexes are meticulously optimized to streamline portfolios, reducing holdings and placing a heightened focus on exposure. Drawing from years of experience, we are convinced that delving into smaller factor-class universes is the key to achieving optimal performance.
We prioritize strategies adept at extracting maximum alpha within their specific factor-classes, reinforcing our commitment to delivering sustained superior performance. Anchoring our approach is a systematic rebalancing strategy, conducted on a
monthly, quarterly, or semi-annual basis.
Our methods enabled us to offer strategies that consistently demonstrated risk-adjusted outperformance against ETFs or benchmarks, providing you with a reliable avenue for investment success.