Wealth Custom Indexing Consultation Request
The Wealth Custom Indexing Consultation Request page invites investment professionals to schedule a consultative planning session with Orion Portfolio Solutions, LLC to explore personalized portfolio management strategies such as custom indexing—which tailors portfolios to mimic an index while considering tax positions and individual preferences—and tax-loss harvesting to optimize after-tax returns, with a special $849 Ascent offer available using code ASCENT27EB.
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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.
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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.
Tax alpha refers to the practice of leveraging tax-saving strategies to maximize your after-tax returns.
0999-OPS-4/23/2024
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.
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