Case Study: Private Advisor Group enhances advisor and client value with Orion Custom Indexing

Private Advisor Group and Orion Custom Indexing

Private Advisor Group, a large RIA with $28.5 billion in AUM, sought a new way to provide more value to its 750+ advisors and their clients. The firm needed to help its advisors overcome specific challenges, including tax management, handling embedded gains, transitioning legacy securities, and providing more personalized, diversified portfolios. They initiated a deep dive to find a solution and evaluated Orion, among other providers, based on pricing, accessibility, support, resources, and technology.

The firm selected Orion's Custom Indexing solution to be a key part of its investment platform. Orion provided a cost-effective, integrated solution that offered powerful tax management capabilities and personalization, which helped advisors better serve clients and attract new ones. The implementation was noted for its ease of use and the exceptional support from the Orion team, who helped advisors understand and confidently position the offering. This solution served as a growth engine for the firm, making it more attractive to prospective advisors and helping existing advisors create scale and differentiation for their practices.

Private Advisor Group

Verne Marble

Director of Business Development