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The week in review. Market insights and musings from Chief Investment Strategist, Rusty Vanneman, CFA, CMT. 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 Chief Investment Strategist, Rusty Vanneman, CFA, CMT, discusses market headlines, industry trends, investing philosophy, with Orion’s strategist partners. Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team. Tune in each month for new market commentary from our Chief Investment Strategist, Rusty Vanneman, CFA, CMT. 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 Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals. Register today for this month’s Portfolio Recipes webinar, where we will discuss the many benefits of working with boutique investment firms. Register Nowfor Diversified Boutique Firm Portfolio Recipe 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. Toews Managed Risk Blueprint offers uncapped US equity exposure that is always invested and always hedged against loss. This strategy is designed to automatically position clients to benefit in rising markets through S&P 500 exposure and limit losses through dynamically managed put options, and a small portion that can exit markets entirely. It has outperformed its peer group of the CBOE S&P Buywrite by 181% with 61% less max drawdown. Managed Risk Blueprint is ideal for those who do not want to make a market call, and want more consistent returns and less volatility in their equities. It blends well with most equity strategies that primarily focus on market participation. Every investor should have a hedged equities in their portfolio to address the market challenges ahead. Toews Managed Risk Blueprint Quick Look Valuable insights from industry leaders about the science of behavioral finance, and how it can help you better understand your clients’ needs. 
Weekly Bullets Blog
Chart Pack
The Weighing Machine Podcast
Monthly Commentary
Monthly Market View
Reference Guide
PORTFOLIO RECIPES
New Recipe: Diversified Boutique Firm Portfolio Recipe
Diversified Boutique Firm Portfolio Recipe
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For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC a registered investment advisor.
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