Unlocking Customization and Tax Efficiency in Investing
Led by Senior Investment Consultant Stewart Martin, this webinar covers how to:
Strategies for Choosing Investment Vehicles and Maximizing Tax Efficiency
Direct Indexing: What It Is and How It Works
How Investors Leverage Custom Indexing
Stewart Martin
Senior Investment Consultant,
Orion Advisor Services
Stewart Martin is a Senior Investment Consultant at Orion Advisor Services, bringing 24 years of experience in investment management to his role. At Orion, Stewart plays a pivotal role in educating clients about the benefits of Custom Indexing, helping them understand how thisinnovative approach can enhance their investment portfolios and achieve their financial objectives.
Before joining Orion, Stewart gained invaluable experience at Active Index Advisors/Natixis, where he specialized in Direct Indexing and tax-efficient portfolio construction. His expertise in these areas allowed him to develop and implement strategies that enhance investmentperformance while minimizing tax liabilities.
Stewart holds a BA in Political Science from the University of Kansas and is certified with the Series 24, 7, and 63 licenses, reflecting his commitment to maintaining the highest standards of professional excellence.
Outside of his professional work, Stewart enjoys backpacking, sailing, and spending time with his family. These activities provide him with a well-rounded perspective and enrich his approach to investment consulting
Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors Inc. (“Savvy Advisors”, collectively referred to as “Savvy”). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”). Orion Advisor Solutions, Inc is not related to or affiliated with Savvy. The views and opinions expressed on the webinar are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.
