Orion Adds BlackRock, Fidelity Investments, and Vanguard to Tailored Allocation Portfolios
Expanded offering combines third-party models from the industry’s top asset managers with custom indexing capabilities for tax-smart transitions and personalized investing Orion announced the addition of BlackRock, Fidelity Investments, and Vanguard to Tailored Allocation Portfolios, its offering that pairs third-party model portfolios with Orion’s Custom Indexing technology to deliver tax management......