Sponsored by:
Tax Loss Harvesting (TLH) has become an essential tool for advisors looking to optimize portfolios and help clients manage tax liabilities. Taxes often represent a significant expense for high-net-worth households. It’s not about what you earn, it’s about what you keep. This webcast explores actionable strategies for integrating TLH into your advisory process.
Attendees will learn how to:
● Increase portfolio tax efficiency with the adoption of Direct Indexing
● Use the technology to help your firm increase assets under management
● Streamline portfolio tax management to free up time to focus on serving clients
● Integrate Direct Indices with tax planning
● Communicate TLH strategies effectively to clients
This session provides practical insights for advisors aiming to deliver measurable value to clients while maintaining efficient portfolio management practices.
Disclosure: Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.
Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.
Speakers:
Scott Ferguson | Think Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor’s parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Stewart Martin | Senior Portfolio Consultant | Orion Advisor Services
Stew Martin is a Senior Investment Consultant at Orion Advisor Services, bringing 25 years of experience in investment management to his role. At Orion, Stew plays a pivotal role in educating clients about the benefits of Custom Indexing, helping them understand how this tax managed approach can enhance their investment portfolios and achieve their financial objectives.
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Can’t attend? Register here for an on-demand recording after the webcast.
