Managing concentrated positions in a client’s portfolio can feel like walking a tightrope. On one side, there’s the risk of holding too much wealth in a single stock; on the other, the tax burden of selling too quickly. Orion Custom Indexing offers a powerful solution that balances both, helping investors reduce risk and diversify — without triggering unnecessary tax pain. Even so, explaining these complexities to clients in a way that resonates can be tricky.

Fortunately, we've put together a resource designed to help you easily communicate the risks of concentrated positions and show your clients how Orion Custom Indexing offers a personalized, tax-efficient solution. With clear, client-friendly language, visuals to break down complicated concepts, and a hypothetical case study that helps illustrate the process, you can demonstrate the value of gradually diversifying while minimizing tax impact — empowering your clients to take actionable steps toward a more balanced portfolio.

With this piece, you’ll not only simplify a complex topic but also showcase your ability to provide tailored, forward-thinking solutions. It’s your secret weapon for helping clients see the bigger picture and take charge of their financial future.

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What You'll Discover

  • Understand how to address concentrated positions with tax-efficient strategies.
  • Learn how Custom Indexing helps reduce risk and diversify portfolios.
  • Gain a simple framework to explain the benefits to your clients.

Who Should Read This?

  • Financial advisors working with clients who have significant single-stock exposure.
  • Advisors seeking personalized, tax-efficient solutions for concentrated portfolios.
  • Wealth managers looking for ways to balance risk reduction and tax optimization.
Advisor Explaining Diversifying Concentrated Positions

Why This Resource Is So Valuable for Advisors

Get equipped with a clear, concise way to explain the challenges of concentrated positions and the transformative benefits of Custom Indexing. Let clients see how personalized, tax-efficient strategies can help align their portfolios with their long-term goals.

Your Clients Deserve
Custom Portfolios

Provide your clients with a tax-efficient strategy for managing concentrated positions. Download this resource now to learn how Orion Custom Indexing can help deliver smart portfolio solutions.

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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.

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