Financial Advisor Success Hub

RESOURCES TO HELP YOU COMMUNICATE YOUR VALUE TO CLIENTS

Orion Portfolio Solutions wants to help you communicate a sense of confidence to your investors by offering you curated insights from Orion’s Investment Management Team, thought leaders and strategist partners.
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Weekly Bullets Blog

The week in review. Market insights and musings from Chief Investment Officer, Rusty Vanneman, CFA, CMT, BFA.

View Latest press releases and media coverage.

Chart Pack

The OPS Chart Pack reviews composite relative valuations from the last 20 years and what they might mean for investors.

Read the Orion Portfolio Solutions Investments Monthly Chart Pack Now

The Weighing Machine Podcast

Chief Investment Officer, Rusty Vanneman, CFA, CMT, BFA, discusses market headlines, industry trends, investing philosophy, with Orion’s strategist partners.

Listen to the Weighing Machine Podcast.

Monthly Commentary

Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team.

Read the monthly commentary pdf Now

Monthly Market View

Tune in each month for new market commentary from our Chief Investment Officer, Rusty Vanneman, CFA, CMT, BFA.

View Latest Monthly Market View commentary.

Reference Guide

A quarterly guide to help advisors and investors learn more about Orion Portfolio Solutions, understand the value of professional money management, navigate the markets, and more.

Read the quarterly Orion Portfolio Solutions Reference Guide Now

PORTFOLIO RECIPES

Join Chief Investment Officer and Portfolio MasterChef Rusty Vanneman, CFA, CMT, BFA, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals.

Market Cycle Advised Mandate Portfolio Recipes

International stocks have significantly lagged U.S. stocks over the last decade but is leadership now shifting back to non-U.S. stocks in the years ahead? Currently, non-U.S. stocks have much lower valuations than U.S. stocks, which generally means higher expected returns.

It’s also notable that despite a stronger U.S. dollar in 2022, and in 2023 so far, investments outside the U.S. have outperformed U.S. based stocks. This usually doesn’t happen.

Join Orion’s Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, as he dives deeper into this potential portfolio-changing topic, with investment strategists Vanguard and iMGP.

They will showcase global investment strategies that have significant allocations to international assets and demonstrate how using globally diversified portfolios could provide attractive risk-adjusted returns in the years ahead.

Portfolio Recipes: The Global Portfolio Recipes


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Register Nowfor The Global Portfolio Recipes Webinar

Portfolio Recipes Cookbook

The OPS Cookbook provides you with crafted recipes that pair well known Orion Portfolio Solutions (OPS) partners into portfolio recipes. These recipes seasoned with the strategies of Brinker Capital and other OPS partners are sure to be a hit!

Bon Appétit.

Jump to Recipes

For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC a registered investment advisor.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit cfainstitute.org

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit cmtassociation.org.

Compliance Code: 0 7 3 8, Orion Portfolio Solutions, March 14, 20230738-OPS-3/14/2023

Strategist of the Month

Toews Asset Management Logo

Simplified Access to Sophisticated Risk Management

Since 1994 Toews Asset Management has helped advisors take the guesswork out of managing downside risk. By pairing our hedged strategies with conventional investments, we craft balanced and enduring portfolios that aim to preserve and grow potential wealth for investors in every type of market.

They deliver risk management through two lenses focused on options and trend-following algorithms. Risk-managed strategies should be designed to deliver low correlation in down markets and still participate in market gains.

Toew’s Quarterly Economic and Capital Markets Update offers the latest content for you, and vital talking points for your investors. You can download it here.

A few highlights from our most recent Q4 release:

  • The Cycle of Index Bubbles
  • 2022 was the Year of PE Compression. Economic Data may be pointing to Earnings Compression in 2023
  • Shifting winners and losers in our current interest rate cycle

To learn how the Managed Risk Blueprint strategy can help you navigate uncertain markets click here.

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Partner Content

Dive deeper with additional insights from Orion’s partners to help you communicate with clients and stay informed—quickly and confidently.

Brinker Capital
Brinker Capital

  • Learn more about Destinations, dynamic, multi-asset class solutions focused on delivering better investor outcomes.

BlackRock
BlackRock

  • Learn about our extensive partnership with BlackRock, click here.

Northern Trust Asset Management
Northern Trust Asset Management
Janus Henderson Investors
Janus Henderson Investors
State Street Global Adisors
State Street Global Adisors
Advanced Asset Management Advisors (AAMA)
Advanced Asset Management Advisors (AAMA)
American Funds
American Funds
Appleton Partners, Inc.
Appleton Partners, Inc.
Buckingham
Buckingham
Clark Captial
Clark Captial
Fidelity
Fidelity
First Trust
First Trust
Main Management
Main Management
Meeder
Meeder
Ocean Park Asset Management
Ocean Park Asset Management
Russell Investments
Russell Investments
Symmetry
Symmetry
Toews Corporation
Toews Corporation

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Compliance Code 1 3 4 3, Orion Portfolio Solutions, July 29, 20221343-OPS-7/29/2022