Register for Your Free Live Webcast Now:

"Customization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client Value"

Discover a flexible tool for advisors looking to deliver personalized portfolios at scale. Register today!

Date: Thursday, July 17, 2025

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion

Direct indexing is no longer a niche strategy; it has become a powerful, flexible tool for advisors
looking to deliver tax-efficient personalized portfolios at scale. As client expectations rise and
financial lives grow more complex, especially among business owners and high-net-worth
individuals, advisors are increasingly turning to custom indexing to address specific tax and
planning challenges.

This webcast will explore how direct indexing can help advisors manage concentrated positions,
mitigate capital gains and harvest losses during key liquidity events such as business sales,
mergers and ownership transitions, without sacrificing market exposure, portfolio diversification
or alignment with long-term goals. We’ll also examine how to proactively build a tax-loss
reserve that supports long-term planning and reduces future tax drag, while addressing the most common questions advisors face when implementing and managing these strategies.

By attending this webcast, you’ll discover:

• How leading firms are implementing direct indexing in real-world planning scenarios
• Strategies for navigating client conversations around custom indexing and tax outcomes
• Practical tips for managing these solutions over time to deliver lasting value

Speakers: 

Scott Ferguson | Think Advisor Contributor | Touchpoint Markets

Andrew Rosenberger, CFA | SVP, Custom Indexing | Orion

Brian Andrew, CFA | Chief Investment Officer, Executive Vice President | Merit Financial Advisors

Offered Free by: ThinkAdvisor
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