Nurture Wealth, Harvest Returns:
Tailored Tax Strategies for High-Net-Worth Clients

High-net-worth clients demand more from their investments — they seek a personalized approach that nurtures their wealth and maximizes returns. Orion Custom Indexing empowers financial advisors to cultivate custom-tailored, tax-efficient solutions that align with the unique needs of affluent investors. By integrating regular tax loss harvesting throughout the year, you can help your clients harvest the full benefits of a well-tended, optimized portfolio.

12%

Only 12% of advisors1 are using direct indexing solutions for their clients.
Seize the opportunity to differentiate your firm.

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Tax-Loss Harvesting

Build Client Loyalty with Tax-Loss Harvesting and Elite Investment Management

Discover how tax loss harvesting can help enhance after-tax returns and optimize portfolio management for sophisticated investors.

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Why Tax Loss Harvest for HNW Clients?

Tailored Tax Efficiency

High-net-worth clients often face complex and demanding tax landscapes. By regularly harvesting losses throughout the year, you can plow through tax liabilities, enriching after-tax returns and helping make sure their wealth continues to flourish.

Precision in Portfolio Cultivation

Orion Custom Indexing allows you to cultivate portfolios with the precision and care your high-net-worth clients expect. Each portfolio is meticulously designed to align with their specific financial goals, risk tolerance, and tax circumstances.

Maximized Wealth Preservation

Help your clients preserve and grow their wealth with a proactive tax strategy that consistently nurtures their investments. The year-round practice of tax loss harvesting can yield a more bountiful harvest, especially for those with significant assets.

Deeper Client Relationships

Offering a personalized, tax-efficient strategy positions you as a trusted advisor, who understands and addresses the unique challenges faced by high-net-worth clients, and ultimately helps you grow stronger, more fruitful relationships with your clients.

Orion Custom Indexing

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Your Clients' Wealth

Don’t let your high-net-worth clients miss out on the opportunity to maximize their wealth. Schedule a free consultation today and discover how regular tax loss harvesting can help you cultivate a bountiful future for their portfolios.

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1 Improving Client Experience: Customizing with Direct Indexing. Cerulli, 2021.

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.

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.