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Your advisors personalize equities. What about bonds?

Orion doesn't just offer a Fixed Income portfolio. It's the ability for your advisors to personalize a client's bonds by state, tax bracket, and maturity ladder, the same customization edge they already bring to equities, and why it matters most with your households.

To help your advisors make that case, we built a free guide written for clients, not internal talking points. It walks through why a personalized bond portfolio may be more appropriate than a bond ETF or mutual fund, so a client understands the difference before they ever ask the question. No form, no cost. Just a piece your advisors can hand over at the next review.

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5-minute read. No form required.

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Why this belongs on your firm's agenda

Four things worth knowing before your next HNW client review.

More than a portfolio, it's a capability

Orion doesn't just hand your advisors a Fixed Income portfolio to allocate to. It's the ability to personalize each client's bonds by state, tax bracket, and maturity ladder, built and managed alongside your advisors, client by client.

A conversation advisors may not be having

Many advisors already talk about customization when the topic is equities, through direct and custom indexing. Fewer carry that same thinking into fixed income, even though it's often the larger allocation for your HNW households.

Retention, built into the portfolio

Bonds mature, gains realize, and losses harvest at the individual client level, not the fund level. That means advisors can make moves that fit one household's tax picture without touching everyone else's.

Built around the client, not the average investor

Sector exclusions, maturity laddering, state tax optimization, and household coordination. These may not be available in a pooled bond fund, and all of it is a reason a client stays.

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Two Ways to Own Bonds comparison guide cover

Two Ways to Own Bonds. One Gives You More Control.

This is investor-ready material, not internal talking points. Written to hand directly to a client, it lays out what changes when they move from a bond ETF or mutual fund to a Fixed Income SMA.

  • ✓Side-by-side comparison across ownership, tax management, and loss harvesting
  • ✓Where state tax optimization and gain-event timing actually happen
  • ✓What full portfolio transparency looks like, bond by bond
  • ✓What "customization" means once you get past the marketing language

Download the Guide

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Ready to put Fixed Income in front of clients?

Talk to our team about adding Fixed Income to your platform, so your advisors have this guide ready to hand clients at the next high-net-worth review.

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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.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Orion Portfolio Solutions does not render tax, accounting, or legal advice.

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