Crops

Cultivate Bountiful Yields

Reap the benefits of regular tax loss harvesting.

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In the fertile fields of financial planning, 
sowing the seeds of tax efficiency can result in a bountiful harvest.

Orion Custom Indexing enables financial advisors to cultivate personalized, 
tax-efficient investment solutions that can increase the potential long-term yields for their clients.

1%

An extra 1% of tax alpha can potentially add up to 11 additional years
of retirement distribution.1

Resource

Is Tax Loss Harvesting Worth It?

By understanding and implementing tax loss harvesting, you can turn market downturns into opportunities.

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Why Tax Loss Harvest?

Tax Loss Harvesting Chart
Chart source: Orion sample data and FactSet and is shown for illustration purposes only.

Maximize Tax Efficiency at Scale

Orion Custom Indexing's sophisticated technology helps financial advisors plow through portfolios to maximize tax efficiency.

Automatic Tax Loss Harvesting

Modern agricultural methods use technology to automate their practices and boost their yields. Orion Custom Indexing can help advisors do the same.

Establish Stronger Roots

Deliver the experience your clients expect — a recent survey found that 8 in 10 investors believe their advisor should be using tax-aware strategies.2

Orion Custom Indexing

Don't Wait to
Start Harvesting

Don't let your clients miss out on the opportunity to boost their portfolio's yields. Schedule your free consultation today and discover how tax loss harvesting with Orion Custom Indexing can help you deliver a more bountiful harvest.

Let's Get to Work

1 An Empirical Evaluation of Tax-Loss Harvesting Alpha. Shomesh E. Chaudhuri, Terence C. Burnham, & Andrew W. Lo, 2020.

2 Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Orion Portfolio Solutions, LLC does not render tax, accounting, or legal advice.

Custom Indexing is an invest strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.  

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure.  Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.