Advisors can now access model portfolios from BlackRock, Fidelity Investments, and Vanguard in addition to Brinker-Main Management, First Trust Advisors, Frontier Asset Management, Janus Henderson, and Russell Investments, growing Orion's Tailored Allocation Portfolios to eight leading strategists since its October 2025 launch.

Choosing between the efficiency of third-party models and the ability to deliver a customized investment experience tailored to each client’s unique goals has long been a tradeoff for advisors. Orion says its Tailored Allocation Portfolios closes that gap by running each strategist’s standard or custom ETF and mutual fund models through the firm’s Custom Indexing technology.

“Advisors want to build around the client in front of them without giving up the discipline of a professionally managed model,” said Ron Pruitt, president of Orion Wealth Management. “With Tailored Allocation Portfolios, advisors can start from an investment philosophy they already trust while adapting portfolios to each client's unique goals, preferences, and circumstances. That flexibility, combined with the ability to scale, is driving strong demand across the firms we serve.”

Tailored Allocation Portfolios allows advisors to select asset managers whose investment philosophy aligns with their own, plus the opportunity to build custom models reflecting their own investment views. Combined with Orion's Custom Indexing technology, Tailored Allocation Portfolios enables advisors to gradually migrate assets for clients with concentrated positions, legacy holdings, or unique tax sensitivities into model portfolios, helping manage capital gains and seeking to improve after-tax outcomes over time.

Tailored Allocation Portfolios are available across Orion’s advisor platforms and services, including Orion Wealth Management, Orion Investment Portal, Wealth Advisory, and Orion OCIO. They are integrated with Orion Custom Indexing, which surpassed $17.1 billion in assets under management as of July 31, 2026.