Tax Managed Solution

Amplify Your Expertise

Orion’s Tax Managed Solution makes it easy to bring proactive tax management to every client — empowering you to help improve outcomes, enhance relationships, and drive business growth.

Watch Overview

Are You Talking About Tax Management With Your Clients?

Today’s Investors Expect More From You Than Ever Before

As the wealth management universe shifts — a combined result of markets rising over time, embedded capital gains, ever-changing tax codes, and heightened investor expectations — advisors are under pressure to provide proactive tax management solutions to clients.

Grow, Scale, and Differentiate With a Tax-Managed Approach

Contact our team of experts to learn more about the difference the Orion Tax Managed Solution can make to your clients.

Clients Want Proactive Tax Management

90%

of investors agree that taxes can eat at their portfolio the same way volatility can*

79%

of investors believe their advisor should be focused on minimizing their tax obligations*

Meet the Unique Needs of Your Clients

Help Solve Their Tax Challenges With The Right Team & Technology

Features

Benefits

Transition assets tax-effectively

Attract new clients, gather new assets, or transition a new book of business.

Set capital gains budgets

Determine a budget for capital gains and proactively manage to it.

Provide proactive tax loss harvesting

Manage taxes throughout the year, rather than just at year-end.

Learn More

Create Truly Personalized Portfolios

Orion’s Tax Managed Solution can help you address the needs of clients with deeply embedded capital gains, concentrated positions and those seeking more tax efficient portfolios — enabling you to provide clients with customized portfolios at scale and elevate your advisory practice.

Tax Transition Management

Plan transitions over a specific timeframe to limit capital gains when moving clients to their ideal portfolio

Personalized Client Proposal

Demonstrate the benefits of a tax managed solution to clients through a custom proposal designed to help guide your conversation

Tax Managed Suite of Portfolios

Our tailored separately managed account solutions (powered by Brinker Capital Investments) create the pathway for tax management and provide you the flexibility to build portfolios that are specific to client’s investment needs and values

60%

of advisors agree that employing a proactive tax management solution would save them between 10-20 hours of work each month!*

Webinars & Events

Sign up to hear more about Orion’s Tax Managed Solution and check out our on-demand presentations for the latest tax management insights and guidance to share with investors.

Orion’s Tax Managed Solution: Amplify Your Expertise

On-Demand

Join Andy Rosenberger, CFA, Head of Orion’s Tax Managed Solution to hear more about the advantages of adding proactive tax management into your practice.

WatchOrion’s Tax Managed Solution: Amplify Your Expertise Now

Let’s Talk Higher Taxes: The Policy Debate Heats Up

On-Demand

Hear Andy Rosenberger, CFA, Head of Orion’s Tax-Managed Solution, and Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, discuss the latest on the proposed changes to the tax code and the potential impact to the economy, the markets, and your investment portfolios.

Watch Let’s Talk Higher Taxes: The Policy Debate Heats Up Now

Resources to Help Set Your Firm Apart

Gain actionable ideas for incorporating tax management into your practice.

ADDITIONAL RESOURCES

Minimizing the Impact of Taxing Situations (Investor-Approved)

Minimizing the Impact of Taxing Situations Thumbnail — Download

Ready to Get Started?

Contact us today to hear how this solution can help your team grow, scale, and differentiate with the support of a dedicated tax management team.

Compliance Code: 2 8 9 0, Orion Advisor Solutions, November, 12, 2021

*Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.