Orion

Custom Indexing

The Gains Are Already on the Calendar. Is Your Firm Ready?

A firm-wide way to see which client accounts are heading into a known 2027 or 2028 gain event, and whether they're banking losses now, or waiting until it happens.

See What This Could Do Across Your Firm

Orion

Custom Indexing

The Gains Are Already on the Calendar. Is Your Firm Ready?

A firm-wide way to see which client accounts are heading into a known 2027 or 2028 gain event, and whether they're banking losses now, or waiting until it happens.

See What This Could Do Across Your Firm

Orion

$368M+

harvested in losses for Custom Indexing clients in 2025 alone, already banked and ready to offset whatever gain event lands next.

Source: Orion, internal platform data, 2025.

92% vs. 17%

of advisors serving HNW clients report being asked for tax guidance, but only 17% treat after-tax returns as a primary driver of portfolio decisions.

Source: BlackRock Advisor Survey, 2026.

Orion

Quick self-check

5 Signals: Is Your Firm Ready for 2027–28?

Five minutes, applied across your advisor team's client list. If more than one sounds like a meaningful slice of your firm, those accounts need to start banking losses now.

  • 1.A client has a business sale, liquidity event, or exit under active discussion for 2027 or 2028.
  • 2.A client's RSUs, ESPP shares, or other equity comp have a vesting cliff landing in the next one to two years.
  • 3.A client is planning a Roth conversion or expects a distribution that will land in a higher bracket year.
  • 4.A client holds a low-basis legacy position they already know will need to come down as part of a planned transition, not just a routine rebalance.
  • 5.Your team doesn't currently have a clear view of which accounts are carrying enough banked losses to offset a gain event when it lands.

If two or more of these sound like a meaningful slice of your firm, that's usually the answer. The firms that get the most value here aren't waiting for a client to raise it first.

 

Orion

Is This Worth Raising This Season?

If your team can't say with confidence which accounts are already positioned for a 2027 or 2028 gain event, and which aren't, that's usually the answer.

See What This Could Do Across Your Firm

Orion

Grow your firm with technology and investments that scale with you.

  1. 1.BlackRock Advisor Survey (2026): 92% of advisors serving high-net-worth clients report being asked for tax guidance, but only 17% treat after-tax returns as a primary driver of portfolio decisions.
  2. 2.Orion, internal platform data, 2025: $368M+ in losses harvested for Custom Indexing clients.

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.

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 does not render tax, accounting, or legal advice.

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.

For financial professional use only. Not intended for public distribution.

© 2026 Orion Advisor Solutions, Inc. All rights reserved.

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