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Orion Unveils Portfolios Combining Direct Indexing, Third-Party Models
Yahoo Finance· 2025-10-15 15:43
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealthtech platform Orion has introduced Tailored Allocation Portfolios, which combine the company’s direct indexing services with third-party model portfolios.  The models, featuring ETFs and mutual funds, are provided by First Trust Advisors, Janus Henderson and Russell Investments, with the expectation that more third-party managers will join the line-up at a later date. Orion Custom In ...