The Transition at Hand

The acquisition of Morningstar’s TAMP means big decisions for advisors like you. Orion is here to offer an alternative that puts you in control of your investments and your client relationships.

Our Team is Here to Help 

Ready to explore your options and see how Orion can support? 

Talk to Our Team

Why Orion?

Stress-Free Transition with Hands-On Support

Orion’s dedicated transition team ensures a smooth migration, minimizing disruption and maximizing confidence.

Superior Technology

Orion’s premier technology suite offers deep integrations, behavioral finance-infused tech, and more to ensure your firm stays ahead.

Flexible Investment Options

With more than 700 strategies from 100+ strategists, our risk-based, balanced portfolios ensure continuity for your client. 

Tax Efficiency

Orion Custom Indexing helps reduce tax transition pain, providing smarter, more flexible investment strategies.
DPL
Webinar

Navigating Change With Confidence: Orion's TAMP Solution

Join our onboarding and business development teams for a discussion on how Orion’s full-service TAMP simplifies the transition, offering a smooth process, competitive pricing, and investment flexibility—so you can stay focused on what matters most: your clients.

Register Now

Using Morningstar Office?

As Morningstar Office sunsets, Orion is here to support your firm’s transition with tailored solutions that integrate seamlessly with Redtail CRM and enhance your service offerings. Enjoy exclusive offers like 25% off our comprehensive tech stack for the first year and we will honor your Redtail discounts. Schedule a custom consultation today to explore how we can meet the unique needs of your firm.
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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.