Harvest Tax Alpha All Year Long with Eclipse

Tax loss harvesting doesn't have to be a year-end scramble.

With Eclipse, Orion's powerful trading and rebalancing platform, advisors can identify and capture tax loss opportunities across client portfolios - efficiently, scalably, and seamlessly.

Watch the demo to see Eclipse in action.

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Tailored Allocation Portfolios

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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For financial professional use only. Not intended for public distribution.

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

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 website is intended for investment professionals only. It is not intended for use by private investors.
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 advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.