Be a part of Dr. Daniel Crosby, Orion’s Chief Behavioral Officer and New York Occasions Greatest-Promoting writer, and Andy Rosenberger, CFA, Head of Orion Customized Indexing, as they dive deep into the fascinating realm of customized indexing and its psychological influence. Uncover the hidden forces that drive investor habits and the distinctive methods employed in customized indexing to optimize portfolio efficiency.
You’ll study how one can:
- Improve a consumer’s perceived worth in investments via portfolio customization
- Use personalization to assist traders grow to be much less prone to market fluctuations and peer affect
- Leverage three highly effective avenues of personalization: Social Screening Customization, Planning Oriented Customization, and Market Outlook Customization
- Demystify the tax transitioning course of for traders (and keep away from time-consuming and repetitive work)
- Generate a tailor-made proposal to assist carry the investor story to life
Orion Advisor Know-how, LLC will not be affiliated with WealthManagement.com.
1567-OAT-6/8/2023
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Daniel Crosby, Ph.D.
Chief Behavioral Officer
Orion Advisor Options
Andrew Rosenberger, CFA
Deputy CIO, Orion Customized Indexing
Orion Advisor Options
Shannon Rosic – Host
Director of WealthStack Content material & Options
WealthManagement.com
