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, BFA.

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, BFA, 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, BFA.

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, BFA, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals.

Market Cycle Advised Mandate Portfolio Recipes

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.

Portfolio Recipes: Market Cycle Advised Mandate Portfolio Recipes


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Register Nowfor The Wealth Market Cycle Advised Mandate Portfolio Recipes Webinar

Portfolio Recipes Cookbook

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.

Jump to Recipes

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 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.

Compliance Code: 2 5 1 9, Orion Portfolio Solutions, December 29, 20222519-OPS-12/29/2022

Strategist of the Month

Schafer Cullen Logo

Schafer Cullen Capital | Cullen Funds

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:

  • Small Caps have been oversold compared to Large Caps, reaching levels not seen since 2000.
  • Small Caps have outperformed Large Caps in secular inflationary periods including the 1960’s, the late 70’s, and the early 80’s.
  • Valuations look very attractive. Small Caps have digested much of the risk of a potential recession, and trade currently around 15% below their 10-year average p/e multiple.

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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.

Northern Trust Asset Management
Northern Trust Asset Management
Janus Henderson Investors
Janus Henderson Investors
State Street Global Adisors
State Street Global Adisors
Advanced Asset Management Advisors (AAMA)
Advanced Asset Management Advisors (AAMA)
American Funds
American Funds
Appleton Partners, Inc.
Appleton Partners, Inc.
Buckingham
Buckingham
Clark Captial
Clark Captial
Fidelity
Fidelity
First Trust
First Trust
Main Management
Main Management
Ocean Park Asset Management
Ocean Park Asset Management
Russell Investments
Russell Investments
Symmetry
Symmetry
Toews Corporation
Toews Corporation

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