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Orion's Custom Indexing Solution

Personalization for Investors.
Saving Time for Advisors.

Hear what our customers have to say.

Graphic Stating Custom Indexing Is an $800 Billion Opportunity

The Future Is Custom

Investors want personalization — Cerulli projects direct indexing assets to surpass $800 billion by 2026.1 Don't miss out on this opportunity — easily offer your clients high-value, tax-efficient, customized portfolios with Orion's Custom Indexing.

Create Truly Personalized Client Portfolios
Direct Indexing Done Right

Create Truly Personalized Client Portfolios

Add value to client returns, reduce taxes, and scale your practice, saving up to 46 hours per high-net-worth account, per year.2

Deliver Flexible, Tax-Efficient Strategies

Access proactive and ongoing tax loss harvesting, tax-effective transitions, and set capital gains budgets.

Customize the Investing Experience

Align portfolios with your client’s personal needs or beliefs, including ESG, SRI, and faith-based screening, concentrated positions and meet sector/industry preferences.

Grow Your Business

Partner with CFA Credentialed Portfolio Managers to optimize and monitor client portfolios on a continuous basis at a lower cost. Attract high-net-worth clients by delivering proactive tax management, ultimately growing your bottom line.

Streamline to Scale

Streamline trading and reporting by implementing Orion Custom Indexing via a sleeved account at the custodian of your choice. Eliminate the need for time consuming processes through ongoing tax-loss harvesting and optimize against benchmark indexes.

See it in action.
Then start adding new revenue.

Manage tax-efficient, personalized portfolios at scale through the only tech-enabled solution that gives you proposal generation, trading and reporting in one place. Reach out to Orion today.

Request Your Custom Indexing Demo

1Source: Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs, Cerulli, 2022.
2Source: Proprietary Orion data, as of 7/28/2023.

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

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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

Orion has not compensated Verne Marble from Private Advisor Group specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Verne Marble for the supplied statements.

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.