Transforming Portfolios With Tailored Indexing Solutions
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Helping clients achieve their objectives sometimes requires sophisticated strategies. Custom indexing can help clients manage capital gains efficiently, harvest tax losses, build portfolios with custom security allocations, and more.
Jamie Susanin, CFA and senior portfolio manager at Orion, discusses how advisors can leverage Orion’s integrated custom indexing technology to provide flexible solutions for clients looking to manage their wealth.
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Originally posted on: https://www.wealthmanagement.com/technology/transforming-portfolios-tailored-indexing-solutions