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 Officer, 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 Officer, 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 Officer, 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 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. 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. 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. 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: To learn how the Managed Risk Blueprint strategy can help you navigate uncertain markets click here. 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: The Global Portfolio Recipes
/Portfolio Recipes Cookbook
Strategist of the Month
Simplified Access to Sophisticated Risk Management
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.
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