Financial Advisor Success Hub

RESOURCES TO HELP YOU COMMUNICATE YOUR VALUE TO CLIENTS

Here at Orion Portfolio Solutions, we want to help you communicate a sense of confidence to your investors by offering you curated insights from Orion’s Investment Management Team and our strategist partners. Subscribe to be alerted to valuable content being added regularly!

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PORTFOLIO RECIPES

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

 

New Recipe: The Fundamental Portfolio

Today, as the tides of change constantly disrupt the economy, many investors want portfolios that can adapt to market changes using investment approaches grounded in fundamental research with independent high-conviction decision-making.

Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT with guests Robert D. Baker, President of Advanced Asset Management Advisors, Inc., and Mario DiVito, an equity and multi-asset investment director at Capital Group, for our latest installment of Portfolio Recipes.

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Market Spotlight

Here we feature brand-new content and commentary about a timely issue or opportunity affecting our industry.

Thematic Investing

In order to build wealth, investors need to, quite simply, stay invested. To do the hard work of staying invested, clients need to be engaged and excited about what they’re investing in. It’s up to the advisor to deliver inspirational alpha through stories that resonate with them, that stimulate them, that make them feel part of something big, powerful, and—perhaps most importantly—positive.

Learn more in our eBook, “Keep Clients Invested with Inspirational Alpha: A Conversation About the Power of Thematic Strategies.”

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Media Appearances

Media Features

Check out the Orion team in the news for more insight on current market trends.

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Podcast - The Weighing Machine

The Weighing Machine

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

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Chart Pack

Chart Pack

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

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Monthly Market View

Monthly Market View

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

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Monthly Commentary

Monthly Commentary

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

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Reference Guide

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.

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Behavioral Finance

Valuable insights from industry leaders about the science of behavioral finance, and how it can help you better understand your clients’ needs.





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Strategist Spotlight: Get to Know Main Management

A pioneer in managing all ETF (Exchange Traded Fund) portfolios, Main Management, LLC is committed to delivering liquid, transparent and cost-efficient investment solutions to family offices and institutional investors.

By combining the investment insights of experienced industry professionals with smart implementation vehicles, Main Management offers a unique approach that translates into distinct advantages for their clients.

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Main Management

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.

Advanced Asset Management Advisors (AAMA)
Advanced Asset Management Advisors (AAMA)
Buckingham
Buckingham
Clark Captial
Clark Captial

Looking For Even More Ways to Connect with Your Clients and Attract New Prospects?

Orion Market*r, our marketing automation platform, features a host of customizable, professionally designed campaigns around relevant, up-to-the-minute topics.

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Market*r

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