Orion Adds BlackRock, Fidelity Investments, and Vanguard to Tailored Allocation Portfolios
- 7 hours ago
- 1 min read
Orion. (2026, September 1). Orion adds BlackRock, Fidelity Investments, and Vanguard to Tailored Allocation Portfolios [Press release]. Business Wire. https://www.businesswire.com/news/home/20260901726412/en/Orion-Adds-BlackRock-Fidelity-Investments-and-Vanguard-to-Tailored-Allocation-Portfolios
Orion added model portfolios from BlackRock, Fidelity Investments and Vanguard to its Tailored Allocation Portfolios offering.
The offering combines third-party model portfolios with Orion's Custom Indexing technology to deliver tax management and personalized investing at scale.
The three managers join Brinker-Main Management, First Trust Advisors, Frontier Asset Management, Janus Henderson and Russell Investments, bringing the program to eight strategists since its October 2025 launch.
Advisors can select an asset manager whose investment approach aligns with their own and build custom models on that foundation.
Paired with Custom Indexing, the offering allows gradual migration of assets for clients with concentrated positions, legacy holdings or unique tax sensitivities.
Tailored Allocation Portfolios are available across Orion Wealth Management, Orion Investment Portal, Wealth Advisory and Orion OCIO.
Orion Custom Indexing surpassed $17.1 billion in assets under management as of July 31, 2026.
Knote: UK friends, please take notice. It should not take 30 days to rebalance your customized model portfolios.