Orion: Build Client Loyalty with Tax-Loss Harvesting and Personalized Investment Management

Ups and downs are inevitable when investing. While no one likes to lose money, harvesting capital losses can keep investors on track for achieving their overall investing goals, and take some of the sting out of a stock or fund selection that’s turned sour.

With the power of modern advisor solutions, tech-enabled financial professionals can quickly and simply incorporate tax-loss harvesting into their custom indexing strategy, facilitating nuanced investment management that’s transforming the advisor-client relationship.

In this whitepaper, you’ll learn how the combination of custom indexing and tax-loss harvesting is ideal for creating portfolios that are as unique as the clients who own them. Advisors utilizing these strategies are creating an enhanced client experience where advisors and clients jointly develop the most customized portfolio for each individual. Download it HERE.


More Articles