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The Wealth Custom Indexing service offers consultative planning sessions to help firms implement personalized investment portfolios that mimic target indexes while considering clients' tax positions and preferences, utilizing strategies like tax-loss harvesting to optimize after-tax returns and manage tracking error.
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If you have 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.
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.
Tax alpha refers to the practice of leveraging tax-saving strategies to maximize your after-tax returns.