Join us to learn about Tax Efficiency: Concentrated Stock Positions. What are the best strategies when it comes to managing stock, taxes and your portfolio. 

Stew Martin is a Senior Investment Consultant at Orion Advisor Services, bringing 25 years of experience in investment management to his role. At Orion, Stew plays a pivotal role in educating clients about the benefits of Custom Indexing, helping them understand how this tax managed approach can enhance their investment portfolios and achieve their financial objectives.