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 Strategist, Rusty Vanneman, CFA, CMT.

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 Strategist, Rusty Vanneman, CFA, CMT, 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 Strategist, Rusty Vanneman, CFA, CMT.

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

New Recipe: The All-Weather Portfolio Recipe

Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT. You’ll gain insight about 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.

Tuesday, September 27
2:00 PM CT / 3:00 PM ET

Register for The All-Weather Portfolio Recipe Webinar Now
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 www.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 https://cmtassociation.org/.

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Strategist of the Month

A Long-Term Perspective Can Help You Prevail Through Challenging Times.

History has shown that stock market declines are a natural part of investing. While declines have varied in intensity and frequency, they have been somewhat regular events. It may also reassure you to know that the market has recovered from declines. American Funds is among those proven managers with a long history of success, stemming from our long-term perspective and our emphasis on producing results that are less volatile than the broad market.

Keys to prevailing through stock market declines can help investors remain calm during downturns and avoid common mistakes that could derail their long-term investing plans.

Capital Ideas™ – market and economy investment insights from Capital Group

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.”

Download the Thematic Investment Strategies e-book Now

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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.

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.

Learn More about Marketor, our marketing automation platform

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