Constructing tax-efficient SMA strategies used to be an expensive and time-intensive endeavor. Not anymore. Learn how to personalize client portfolios in minutes–and at a fraction of the cost of outsourcing to a third party.
In today’s noisy market, financial advisors are competing in a highly commoditized space—signaling a need to stand out from the crowd.
One way to do that is by leveraging the unique needs of your clients—needs like investment preferences, risk tolerances, tax sensitivities, and cash requirements — without compromising their financial goals. But that kind of deep portfolio customization used to be a time-consuming, unwieldy, and difficult process.
Powerful portfolio optimization technology is here, at a fraction of the cost of outsourcing to a third-party vendor.
Download this white paper to find out how you can construct tax-efficient SMA strategies that align with client preferences, risk tolerances, and values — in just minutes.
You will learn how to:
- Use direct indexing to replicate the risk and return of an index for greater transparency and tax alpha opportunities
- Transition legacy assets into a new target strategy, tax-efficiently
- Accommodate socially responsible investment options to align with your clients’ values
Using ASTRO, Orion’s portfolio optimization engine, you’ll be able to simplify portfolio customization, take advantage of tax benefits, and accommodate your clients’ unique needs — all while setting your firm apart.