Orion Expands Tailored Allocation Portfolios with BlackRock, Fidelity, and Vanguard

Quick Summary

Orion has expanded its Tailored Allocation Portfolios by adding BlackRock, Fidelity Investments, and Vanguard. This integration allows financial advisors to combine institutional model portfolios with custom indexing technology to deliver scalable, tax-efficient, and personalized investment strategies across $17.1 billion in assets under management.

How Does Orion Custom Indexing Enhance Model Portfolios?

Advisors no longer need to sacrifice operational efficiency for client personalization. By wrapping third-party model portfolios from top asset managers into custom indexing technology, wealth management firms can systematically account for individual client tax sensitivities, legacy positions, and ESG preferences.

Key operational benefits include:

• Tax-efficient asset migration for clients with low-basis legacy holdings or concentrated stock positions.
• Access to eight major strategists, including BlackRock, Fidelity, Vanguard, Janus Henderson, and Russell Investments.
• Direct access through multiple platforms such as Orion Wealth Management, Orion Investment Portal, and Orion OCIO.

“Advisors want to build around the client in front of them without giving up the discipline of a professionally managed model,” said Ron Pruitt, President of Orion Wealth Management. “With Tailored Allocation Portfolios, advisors can start from an investment philosophy they already trust while adapting portfolios to each client's unique goals, preferences, and circumstances. That flexibility, combined with the ability to scale, is driving strong demand across the firms we serve.”

Why Are Institutional Asset Managers Expanding into Custom Portfolios?

The wealthtech landscape is rapidly shifting toward hyper-personalized portfolio management at scale. By combining model ETF and mutual fund portfolios with direct indexing tools, asset managers can capture broader market share while advisors preserve client capital through active capital gains management.

“The growth we have seen since launch reflects a shift in what advisors expect from portfolio management technology,” said Yi-Ching Wu, Executive Vice President of Wealth Management Product and Platform at Orion. “Advisors no longer want to choose between model portfolios and personalization. By bringing more institutional-grade strategies into Tailored Allocation Portfolios, Orion is expanding the range of solutions advisors can implement while maintaining the efficiency and scalability their businesses require.”

FF NEWS TAKE:

The inclusion of BlackRock, Fidelity, and Vanguard into direct indexing platforms underscores a critical inflection point for wealth management infrastructure. As custom indexing technology becomes the baseline expectation for RIAs, traditional model portfolios must adapt or risk obsolescence. Platform providers that successfully bridge high-scale asset management with hyper-personalized, tax-aware execution will dominate market share as independent advisory firms continue to demand unified, institutional-grade technology stacks.