Over 50% of investors feel the advice they receive is too generic.*
Don’t become a commodity.…arm yourself with the right tech and outsourced support.
To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave.
Join Andy Rosenberger, CFA, Head of Custom Indexing, and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, as they discuss the latest direct indexing technology innovations and demonstrate how Orion’s Custom Indexing Solution is designed to help you save time with trading, simplify account maintenance, and serve clients more effectively while minimizing their tax obligations through a tech-enabled, competitively priced solution.
*Capgemini’s World Wealth Report (WWP) 2019
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.