Transforming Portfolios With Tailored Indexing Solutions

WMTV on Location brought to you by Sponsored Content Technology Transforming Portfolios With Tailored Indexing Solutions Custom indexing helps advisors optimize client portfolios.

 

Sponsored by

Orion_4C.png

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. 

0 comments Hide comments Comment * Switch to plain text editor

More information about text formats

Text format CommentsPlain text Comments
  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>
Plain text
  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
PublishLog in or register to comment Save Leave this field blank
.article-159114.article-programmed .big-article__top { border-color: } .article-159114 .indicator-brand a { color: }

Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

Originally posted on: https://www.wealthmanagement.com/technology/transforming-portfolios-tailored-indexing-solutions