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.

Download Now
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.

Download Now

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.