Orion Custom Indexing gives advisors the ability to build portfolios that align with a client's personal needs or preferences. Marble says that flexibility was really one of the key factors for his firm. "We looked at some other options that were very tight with tracking error, for example, and what we found with Orion is that, yes, they have boundaries and guidelines, but if there is a client need that means deviating a little or significantly from those boundaries or guidelines, the Orion team is willing to do that to meet the needs of the client. And that is obviously paramount to our firm."

From tax-loss harvesting and tax transitioning, Orion Custom Indexing enables Private Advisor Group advisors to offer high-value, professionally managed portfolios to their clients while being supported by a dedicated team and Orion’s industry-leading technology. They now have a solution that enables them to offer:

• Proactive tax management, including tax loss harvesting
• Tax-effective transitions
• Capital gains budgets

Orion Custom Indexing is a scalable way for firms and their advisors to offer truly personalized investment experiences to investors and attract new clients. Marble notes “We embarked on an educational campaign to make sure that our advisors understand what direct indexing is and how it can benefit their clients — but also how it can create scale and differentiation for their practices. And I think it then becomes a core offering within their practices and ultimately, once advisors experience those particular business drivers, that’s when direct indexing becomes a core offering within their practices.”