Personalization at Scale

Tailored Allocation Portfolios makes it easier than ever to transition client accounts into professionally managed ETF and mutual fund models using a tax-smart, personalized approach—at scale.

Built on Orion’s integrated technology and powered by top-tier third-party strategists, Tailored Allocation Portfolios delivers institutional-grade portfolio management without charging an additional fee.

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Benefits at a Glance

A Tailored Investment Approach

Transition client portfolios tax-efficiently without disrupting their market exposure.

Familiar Framework

All activity occurs inside the Orion platform advisors already use.

Trusted Oversight

Models managed by leading asset managers, guided by advisors.

Personalization at Scale

Transition portfolios based on tax profile and client objectives.

No Additional Fee

Clients aren’t charged for direct indexing; strategists cover participation.

Meet Our Strategist Partners

Our list of partnerships will continue to grow.
Interested in being a featured strategist? Contact us to learn more.

First Trust

FirstTrust

First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer investors a better way to invest. At First Trust, we are single-minded about providing trusted investment products and advisory services. We’re inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. As of June 30, 2025 First Trust offers over 290 ETFs, and has approximately $278.7 Billion in assets under management or supervision.

Learn More about First Trust

Janus Henderson Investors

Janus Henderson

Janus Henderson Group is a leading global active asset manager dedicated to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. As of June 30, 2025, Janus Henderson had approximately US$457 billion in assets under management, more than 2,000 employees, and offices in 25 cities worldwide. The firm helps millions of people globally invest in a brighter future together. Headquartered in London, Janus Henderson is listed on the New York Stock Exchange.

Learn More about Janus Henderson Investors

Russell Investments

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, helping make financial security more achievable. As of June 30, 2025, Russell Investments has $355 billion in assets under management for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.

Learn More about Russell Investments
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Free Resource: Investor Guide

Show Investors the Benefits They're Missing

When it comes to your investments, staying the course is important—
but so is making smart changes when needed. Whether you’re looking
to reduce risk, improve tax outcomes, or align with a new strategy,
Tailored Allocation Portfolios offers a better way to transition your
portfolio, with professional guidance.

In this guide, we'll explain what matters:

  • Smooth, tax-smart portfolios transitions aligned to personal goals.
  • Stay invested in the market while reducing concentrated risks.
  • Gain access to institutional-grade asset managers.
Download Now
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Free Resource: Advisor Guide

See How It Works

Smart transitions today can set the stage for stronger outcomes tomorrow. Explore our process and begin offering Tailored Allocation Portfolios today.

Download Now

Give Clients the Personalization 
They’re Asking For

Learn how Tailored Allocation Portfolios can unlock deeper customization for your clients.

Get Started

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1The advisory fee that you determine and the platform fee in addition to other fees that may be assessed by the custodian will still apply.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisors. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Tailored Allocation Portfolios are offered by Orion Portfolio Solutions, LLC, a registered investment advisor. The unaffiliated Strategists whose mutual funds or ETFs are utilized within the Tailored Allocation Portfolios pay us a fee in exchange for inclusion in the Tailored Allocation Portfolios program. The advisory fee that advisors determine and the platform fee in addition to other fees that may be assessed by the custodian will still apply.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Custom Indexing is an investment 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 information is general in nature and is not intended as tax advice. You should consult a tax professional as to how this applies to an individual tax situation. Nothing contained herein is intended to constitute accounting, legal, tax, security or investment advice, nor an opinion regarding the appropriateness of any investment, or solicitation of any type.
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