Tax-aware investing methods may also help remodel a portfolio from good to nice by maximizing after-tax returns and addressing shoppers’ distinctive monetary wants and circumstances. Be part of Andy Rosenberger, Head of Customized Indexing for Orion, to find out how direct indexing can empower advisors to offer tax-aware, personalised funding options.
Key Takeaways:
- Perceive the basics of tax-aware investing and why it’s vital technique for advisors.
- Uncover how direct indexing works and the way it creates alternatives for ongoing tax-loss harvesting.
- Be taught sensible ideas from a CPA-turned-advisor on how a holistic method has helped add worth for shoppers and develop his observe.
- Discover actionable methods to distinguish your providers with custom-made, tax-aware portfolios.
Sponsored by
Audio system
Andrew Rosenberger
Deputy CIO, Orion Customized Indexing
Orion Advisor Options