Orion Custom Indexing

The Non-Qualified Asset
Growth Kit

Direct indexing is a fast-growing segment of the financial services industry, with projections estimating direct indexing assets will top $800 billion by 2026.1 Firms are leveraging Orion Custom Indexing to join this growing trend and capture new revenue on taxable assets. Our low minimums and high level of personalization are unlocking new opportunities for firms interested in this strategy.

To support our clients and help them deploy Custom Indexing to drive new revenue at their firm, we've put this kit together.

Get the Kit Now

Why Use
Orion Custom Indexing?

The Power of Personalization

Delivering Value for Clients

Orion + Private Advisor Group

A large RIA with over 750 advisors and roughly $28.5 billion in advisory AUM, Private Advisor Group wanted to help provide more value for their advisors and, in turn, help advisors provide more value for their clients. Ultimately, PAG found that Orion's Custom Indexing checked all of the boxes for them.

Read the Case Study Now

Bring It to Life

See a Sample Proposal

Forget the time-consuming, repetitive work of tax transitioning portfolios — now you can generate a customized proposal in under 5 minutes.

Check Out the Proposal

Walkthrough Videos

Preview the Process

Take a peek behind the curtain and see a walkthrough of the Custom Indexing workflow for prospective and existing clients.

Watch the Videos

Explore More

Ready to go deeper with Orion Custom Indexing? Gain immediate access to exclusive resources, like our white-label communications kit, the Orion Custom Indexing Rollout Guide, and a custom-branded video to explain direct indexing to your clients — all designed to make your onboarding and implementation process as streamlined as possible.

Unlock Our Free Resources

Communications Kit and Rollout Guide

Grab these resources for a better understanding of the implementation process, as well as helpful marketing and communication templates for your firm and clients.

Orion Advisors Looking Ahead

Easily Build Branded Videos

Looking for a quick way to explain direct indexing to your prospective and existing clients? Just add your firm's branding for a customized explainer video — with no recording or editing required.

Camera on tripod filming blurred man

Painless Client Presentations

Our free, white-label presentation deck takes the guesswork out of communicating the power of Orion Custom Indexing to your clients.

Two men on a couch looking at a laptop

Access the Full Custom Indexing Growth Kit

 

Video and other white-label templates are intended for use only by financial professionals. Orion Portfolio Solutions, LLC, an Orion Company, a registered investment advisor does not make any claims or warranties that the material complies with applicable regulatory requirements. It is the sole responsibility of the financial professional to ensure this complies with any applicable regulatory requirements.
Take the Next Step

Ready to Talk
Strategy?

If you've got any questions about Orion Custom Indexing or are interested in scheduling a consultative planning session with our team, reach out today. We're eager to work toward your firm's success.

Let's Talk

1Source: Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs, Cerulli, 2022.

 

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

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

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

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.

© 2024 Orion Advisor Solutions