Orion Direct Indexing

Create Truly Personalized Client Portfolios

Learn how direct indexing can help you add value to client returns and meet their specific investment objectives, tax requirements, and ESG values.

Orion Direct Indexing

Deliver Flexible, Tax Efficient Strategies

Show your clients how tax loss harvesting can help lessen their tax liabilities and extend the life expectancy of their investment account.

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Learn how directing indexing can help you provide powerful personalization for every investor at scale.

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Direct Indexing
Done Right

Contact us to see how you can easily offer high-value, tax-efficient portfolios that are customized according to the unique needs, values and goals of your clients.

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Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

This website is intended for investment professionals only. It is not intended for use by private investors. 
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.