How We Choose Third-Party Strategists

At Orion Portfolio Solutions, our mission is to empower advisors—and we only allow third-party strategists on our platform who support and further that mission.

Choosing the right investment strategy for each client is one of the most important decisions you can make, and we’ve built a due diligence process that recognizes how important it is for you to have access to strategists you can trust. In this ebook, we’ll take you through every detail of how we choose which strategists to add.

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For financial professional use only. Not intended for public use.

The views expressed herein are exclusively those of CLS Investments, LLC, and are not meant as investment advice and are subject to change. No part of this report may be reproduced in any manner without the express written permission of CLS Investments, LLC. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed here and should understand that statements regarding future prospects may not be realized. You should note that security values may fluctuate and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Investing in any security involves certain systematic risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any unsystematic risks associated with particular investment styles or strategies.