Advisor platform (TAMP)
Orion
Orion is an advisor platform with custom indexing and Tailored Allocation Portfolios that combine third-party models with custom indexing.
- Their fee
- Charged by your advisor
- Minimum
- Not disclosed
- Onboarding
- Not disclosed
- Status
- Open
Not disclosed.
Not disclosed.
I found no tax-aware long/short or exchange fund offer at Orion.
Through advisors only.
Products they offer
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| Orion Custom Indexing and Tailored Allocation PortfoliosLaunched October 2025 with First Trust, Janus Henderson, and Russell Investments models. | Not disclosed | Not disclosed |
Sources
Checked 2026-10. Confidence: medium.