Help Clients Reduce the Impact of Taxes

Sponsored by

Research shows 8 in 10 investors believe their advisor should be using tax-aware strategies every day.¹

The popularity and availability of tax-loss harvesting has grown substantially in recent years. It’s a common offering on automated investing platforms and a service that’s easier than ever to provide to clients.

In this white paper, we’ll show you how tax-loss harvesting is a gateway for providing bespoke, personalized portfolios for advisors who are looking at alternative ways to add more value to their investment management practice and better differentiate their offerings.

You’ll learn how you can:

• Gain wallet share and retain clients through the help of automated tax-loss harvesting solutions.
• Provide tailored services and carefully aligned investments to help to increase tax alpha.
• Leverage custom indexing to construct a portfolio that reflects your client’s ESG values.

Download the white paper to learn more.

¹Orion’s Research Initiative 2021.