Managing personalized portfolios for every client doesn't have to mean sacrificing your time or profitability. Orion Custom Indexing combines cutting-edge technology with professional portfolio management to help you deliver high-value, customized investment strategies that align with each client's unique needs, values, and goals.

From proactive tax-loss harvesting and tax-efficient transitions to ESG screening and concentrated position management, you can offer institutional-grade portfolio customization to clients of all sizes. All while leveraging Orion's technology and dedicated team of CFA credentialed portfolio managers—at an extremely competitive price point that helps you grow your bottom line.

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What You'll Discover

  • Tax-efficient strategies that are designed to improve after-tax returns and win new clients
  • Technology that streamlines trading and reporting while maintaining full control
  • Revenue opportunities through personalized, values-aligned portfolios

Who Should Read This?

  • Advisors who want to scale personalized portfolio management without adding complexity
  • Wealth firms seeking to stand out with tax-smart strategies and customized client solutions
  • Wealth managers looking to demonstrate measurable value through transparent, tailored reporting
Provissionals discussing custom indexing

Why This Fact Sheet Is a Must-Read

Your clients want personalization, but traditional methods don't scale. This fact sheet shows you how to deliver personalized, tax-efficient, and values-based investing without the overhead.

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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.