Customization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client Value
Cost: Complimentary
Date: July 17, 2025
Time: 2 pm ET | 11am PT
Sponsored by:
Direct indexing is no longer a niche strategy; it has become a powerful, flexible tool for advisors
looking to deliver tax-efficient personalized portfolios at scale. As client expectations rise and
financial lives grow more complex, especially among business owners and high-net-worth
individuals, advisors are increasingly turning to custom indexing to address specific tax and
planning challenges.
This webcast will explore how direct indexing can help advisors manage concentrated positions,
mitigate capital gains and harvest losses during key liquidity events such as business sales,
mergers and ownership transitions, without sacrificing market exposure, portfolio diversification
or alignment with long-term goals. We’ll also examine how to proactively build a tax-loss
reserve that supports long-term planning and reduces future tax drag, while addressing the most common questions advisors face when implementing and managing these strategies.
By attending this webcast, you’ll discover:
• How leading firms are implementing direct indexing in real-world planning scenarios
• Strategies for navigating client conversations around custom indexing and tax outcomes
• Practical tips for managing these solutions over time to deliver lasting value
Whether you’re refining your investment process or expanding your planning toolkit, this session
will provide actionable insights to help you scale personalization and deepen client relationships
in moments that matter most.
Speakers:
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Andrew Rosenberger, CFA is Head of Custom Indexing at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, he oversees the management and monitoring of all investments under Orion’s Custom Indexing offering and is focused on delivering tax optimized solutions to help financial advisors build customized client portfolios with an emphasis on tax efficiency and tax transitions. Andrew earned his Bachelor of Science in Economics from The Pennsylvania State University and holds FINRA Series 7 and 65 licenses. He is a CFA® charterholder and member of the CFA® Society of Philadelphia.
Brian Andrew, CFA®, Chief Investment Officer and Executive Vice President at Merit Financial Advisors, focuses on managing Merit’s investment strategy and team to provide investment solutions for advisors and their clients. Brian enjoys understanding the economy and markets and helping advisors build investment strategies for their clients. Brian received his B.S. in Finance from the University of Minnesota and completed the CFA®/Harvard Investment Management Program. Brian likes to travel with family, ski, and enjoy motorcycle travel.
Register Now!
Can't attend? Register here for an on-demand recording after the webcast.