Orion Adds BlackRock, Fidelity, Vanguard to its Tailored Allocation Portfolios
AI SummaryAI-generated — verify against the source.Orion has expanded its Tailored Allocation Portfolios (TAP) program by integrating model portfolios from BlackRock, Fidelity, and Vanguard. This update leverages Orion's custom indexing technology, allowing advisors to combine third-party investment strategies with personalized tax-management and customization features.
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