Discover how direct indexing is transforming wealth management by delivering personalization at scale. As traditional investment strategies become increasingly commoditized, financial advisors are seeking innovative ways to stand out and provide more value to their clients. This white paper explores the growth of direct indexing, highlighting recent advances in technology and service models that make it accessible for a wide range of portfolios.

With Cerulli Associates projecting direct indexing assets to reach $800 billion by 2026,1 the opportunity for advisors to leverage this strategy is clearer than ever. Yet, only 14% of financial advisors currently recommend direct indexing solutions,1 leaving a significant gap that forward-thinking professionals can capitalize on. The paper explores how direct indexing can help advisors maximize tax efficiency, align investments with clients’ values (like ESG), and differentiate their practice in an increasingly competitive market.

You'll also discover practical insights and learn how direct indexing can deliver measurable value through tax alpha and personalized portfolio management, all while leveraging Orion’s cutting-edge technology. Equip yourself with the knowledge to elevate your client offerings and future-proof your practice.

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What You'll Discover

  • Understand Market Trends: Learn why direct indexing is rapidly gaining popularity.
  • Simplify Adoption: Discover tech advancements that make direct indexing easier and more scalable.
  • Differentiate Your Practice: See how personalized, tax-efficient portfolios attract and retain clients.

Who Should Read This?

  • Financial Advisors: Offering tailored, tax-aware solutions for high-net-worth clients.
  • Wealth Managers: Seeking to enhance client service through personalization and technology.
  • RIA Leaders: Exploring strategies to differentiate and grow their firms.
Orion Advisors

Why This White Paper Is a Must-Read

Discover how direct indexing can help you deliver tax-efficient, personalized portfolios that attract and retain high-net-worth clients. Get equipped with practical strategies to differentiate your services and future-proof your practice.

Ready to
Elevate Your Advisory Practice?

Download the white paper now to discover actionable strategies that can help set your firm apart and drive growth.

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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.

Custom Indexing is an investment 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.

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