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Build Custom Tax-Advantaged SMA Portfolios with ASTRO

October 16 @ 11:00 am - 12:00 pm

ASTRO empowers advisors to build custom tax-efficient SMA portfolios. Our advisors use ASTRO to direct index to outperform ETFs on an after-tax basis, manage legacy positions while transitioning clients to a new target strategy, replicate mutual fund strategies for high net worth clients, screen for ESG considerations, and more.

Details

Date:
October 16
Time:
11:00 am - 12:00 pm
Event Category:
Website:
https://orionadvisor.zoom.us/webinar/register/WN_d_cPxQuUTOez-rzxE8uoIA

Organizer

Orion Advisor Services

Venue

Orion Headquarters
17605 Wright Street
Omaha, 68130 United States
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Website:
http://https://orionadvisortech.com