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.¹
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.
Set Your Firm Apart
How it Works
Start with the selection of a target investment mandate that aligns most closely with your client’s values, goals, and objectives. With an objective established, we customize your portfolio for tax transitions, tax management, security restrictions, and environmental, social and corporate governance restrictions.
Unlock Tax Opportunities
Explore how tax loss harvesting enables you to use holdings that are experiencing declines to offset the capital gains tax from those that are experiencing gains.
Customize in a Click
Save time and streamline trading, reporting, and account maintenance by implementing custom indexing when you leverage Orion's premier technology suite.
Tech that Gives You the Edge
Scale your practice with the power of Orion’s Custom Indexing technology, including generating a customized proposal in under five minutes. Our solution is the only one out there that combines proposal generation, trading, and reporting all in one.
See it in Action
Forget what you know about traditional direct indexing and watch our webinar to see the disruptive power of Orion’s new Custom Indexing Advisor Tool in action. You’ll walk away empowered to provide clients with the personalization that they crave.
Free Resource: Whitepaper
Direct Indexing: Delivering Personalization at Scale
Direct indexing has typically been limited to large portfolios due to the time, complexity and costs involved. That time is over. Learn about the technology evolution driving this movement and access insights from top advisors.
In this whitepaper, you’ll learn how to leverage direct indexing technology to:
- Bring scale to your operations
- Differentiate your firm
- Better serve and attract clients
Introducing Orion Advantage
One Integrated UX. One Agreement. All the Power of Orion.
Orion Custom Indexing is now part of the Orion Advantage Stack, the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.
Dig Deeper
Related Content
¹Source: Proprietary Orion data, as of 7/28/2023.
²Source: Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs, Cerulli, 2022.
³Source: WealthManagement.com Announces Finalists for the 2023 Industry Awards, WealthManagement.com, 2023.
⁴Source: Orion Research, July 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.
⁵Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Custom Indexing is an invest 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.
This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.
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.
Compliance Code: 1 3 5 1, Orion Portfolio Solutions, May 29, 2024