ASTRO – Orion Advisor Services

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Optimize Your Client Portfolios with ASTRO

ASTRO is a portfolio optimization tool that empowers you to construct tax-efficient portfolios, use direct indexing to outperform ETFs after taxes, manage legacy positions while transitioning clients to a new target strategy, replicate mutual fund strategies for high net worth clients, screen for ESG considerations, and more.

Download our white paper about how offering portfolio optimization can benefit your clients.

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Here’s How Advisors Are Using ASTRO

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Mirror the performance of an index by purchasing the underlying shares for greater tax-loss harvesting opportunities

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Move legacy positions to a target strategy over a large period of time to allow the end investor to realize gains without huge tax implications

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Replicate mutual fund models for high-net-worth clients to gain tax efficiencies unbeknownst to mutual funds

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Align client values and your investment strategy, without compromising portfolio goals and growth potential

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