Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and addressing clients’ unique financial needs and circumstances. Join Andy Rosenberger, Head of Custom Indexing for Orion, to learn how direct indexing can empower advisors to provide tax-aware, personalized investment solutions.

Key Takeaways:

• Understand the fundamentals of tax-aware investing and why it’s a must-have strategy for advisors.
• Discover how direct indexing works and how it creates opportunities for ongoing tax-loss harvesting.
• Learn practical tips from a CPA-turned-advisor on how a holistic approach has helped add value for clients and grow his practice.
• Explore actionable ways to differentiate your services with customized, tax-aware portfolios.

Sponsored by

Speakers

Andrew Rosenberger
Deputy CIO, Orion Custom Indexing
Orion Advisor Solutions