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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The week in review. Market insights and musings from Chief Investment Strategist, Rusty Vanneman, CFA, CMT, BFA. 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, BFA, 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, BFA. 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, BFA, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals. Be sure to tune in to our monthly webinar, Portfolio Recipes, featuring Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT. Each month, Rusty will introduce you to a curated pair of investment strategists and you’ll gain deeper insight into these partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise.
We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.
Register Nowfor The Wealth Market Cycle Advised Mandate Portfolio Recipes Webinar 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. 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. An employee-owned investment boutique based in NYC with proven disciplined value and income capabilities (domestic, international, emerging markets, and option based). The firm was established in 1983 and currently manages approximately $22.5B AUA as of 12/31/22. Read Schafer Cullen’s recent report regarding “The Case for Small Cap Value” and why they believe this could be an opportune time to invest in small-cap value and their Small Cap Value Strategy. Schafer Cullen sees three catalysts that could drive outperformance over the coming years: 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
Market Cycle Advised Mandate Portfolio Recipes
Portfolio Recipes: Market Cycle Advised Mandate Portfolio Recipes
/Portfolio Recipes Cookbook
Strategist of the Month
Schafer Cullen Capital | Cullen Funds
Behavioral Finance
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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.
Orion Market*r, our marketing automation platform, features a host of customizable, professionally designed campaigns around relevant, up-to-the-minute topics. Learn More about Marketor, our marketing automation platform Subscribe now to receive email alerts when new content is added to the Communication Command Center. "*" indicates required fields Compliance Code 1 3 4 3, Orion Portfolio Solutions, July 29, 20221343-OPS-7/29/2022
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