Custom Indexing Meets Model Portfolios with Andy Rosenberger

About this episode

Andrew Rosenberger discusses how Tailored Allocation Portfolios enhance personalization in model-based portfolio management.

Andrew Rosenberger , Head of Custom Indexing at Orion , describes how Tailored Allocation Portfolios are designed to bring more personalization into model-based portfolio management without adding unnecessary complexity for advisors. The idea builds on Orion’s custom indexing work, but applies that same optimization mindset to third-party strategist models, tax-sensitive transitions, and portfolios that need more than a one-size-fits-all implementation. For advisors, the value is not just customization for its own sake. Rosenberger explains how Tailored Allocation Portfolios can help bring concentrated positions, legacy holdings, capital gains budgets, and tax-loss harvesting into a more coordinated plan. He also looks ahead to Orion’s work on unified managed household technology, where the same optimization framework could eventually help advisors manage decisions across taxable accounts, IRAs, Roth IRAs, and the full client household. Resources: Orion Tailored Allocation Portfolios are offered by Orion Portfolio Solutions, LLC, a registered investment advisor. The unaffiliated Strategists whose mutual funds or ETFs are utilized within the Tailored Allocation Portfolios pay us a…

People in this episode

Guest: Andrew Rosenberger

Topics covered

• custom indexing
• model portfolios
• portfolio management
• personalization
• tax-sensitive transitions

Keywords

• custom indexing
• model portfolios
• personalization
• tax-loss harvesting
• capital gains budgets

Mentioned in this episode

Organizations: Orion, Orion Portfolio Solutions, LLC

Products: Tailored Allocation Portfolios, Custom Indexing

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