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 tasty portfolio with third-party investment strategists to help your clients reach their goals.

New Recipe: Diversified Boutique Firm Portfolio Recipe

Register today for this month’s Portfolio Recipes webinar, where we will discuss the many benefits of working with boutique investment firms.

Diversified Boutique Firm Portfolio Recipe


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Register Nowfor Diversified Boutique Firm Portfolio Recipe
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 2 5 6, Orion Portfolio Solutions, November 22, 20222256-OPS-11/22/2022

Strategist of the Month

Hedge Tomorrow’s Risk Today with Managed Risk Blueprint

Toews Managed Risk Blueprint offers uncapped US equity exposure that is always invested and always hedged against loss. This strategy is designed to automatically position clients to benefit in rising markets through S&P 500 exposure and limit losses through dynamically managed put options, and a small portion that can exit markets entirely. It has outperformed its peer group of the CBOE S&P Buywrite by 181% with 61% less max drawdown.

Managed Risk Blueprint is ideal for those who do not want to make a market call, and want more consistent returns and less volatility in their equities. It blends well with most equity strategies that primarily focus on market participation. Every investor should have a hedged equities in their portfolio to address the market challenges ahead.

Toews Managed Risk Blueprint Quick Look

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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