A More Manageable Approach To Investment Selection
We help you easily find, pair, and manage client investments with a selective list of third-party strategists that are vetted and monitored for quality.
Confidently Find The Right Investment Options For Your Clients
Success for every financial advisor revolves around consistently delivering a positive investment experience—one that is marked by trust and reliability.
And for many advisors, that success is rooted in selecting and pairing third-party investment strategies to create well-diversified investment portfolios.
We make that easier than ever with third-party investment strategists that are vetted and monitored through our dedicated due diligence process. That means instead of wasting time sifting through thousands of unfiltered investment options, you can quickly and confidently find the right investments for your clients, and get back to building your business.
For over 30 years, our purpose at Brinker Capital has been to deliver an institutional multi-asset class investment experience. Brinker Capital’s highly strategic, disciplined approach has provided investors the potential to achieve their longer-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services. Brinker Capital Investments, LLC is a registered investment advisor.
Our highly strategic, disciplined approach is the key to helping advisors and their clients achieve better outcomes. We continually apply, refine, and enhance the principles of diversification through multi-asset class solutions designed to deliver risk-adjusted returns and better outcomes.
Since our founding, the three tenants of our investment philosophy include:
Diversification: We believe in broad diversification across multiple asset classes, both traditional and non-traditional, and within those major asset classes by allocating to a multitude of sub-asset classes and strategies.
Innovation: We construct forward-thinking portfolios and continually seek ways to innovate and improve our allocations, and as a result, our risk-adjusted returns. Our flexible portfolio construction and research processes provide us the opportunity to evolve our portfolios.
Active management: From a top-down perspective, we believe in active management at the asset allocation level, which is implemented through our shorter-term tactical shifts within the portfolios. We utilize a blend of active and passive management in our portfolios.
Cougar Global Investments is a macro-driven, global tactical asset allocation strategist. Cougar Global believes the goal of investing is to generate compound growth that seeks to achieve clients’ investment objectives. The primary means of pursuing adequate compound growth is to avoid losing money. Since 1993, Cougar Global founded by Dr. James Breech, has been practicing a strict discipline of downside risk management, and strives to participates in bull markets while avoiding, if possible, the downside in bear markets.
Founded in 2004 for the sole purpose of managing ETF based separate accounts, Efficient Market Advisors (“EMA”) boasts one of the longest pure ETF track records in the investment management industry. EMA’s mission is to deliver superior investment returns over full market cycles through the implementation of their proprietary asset allocation process.
EMA is an independent firm which utilizes both in house and third-party research to construct ETF portfolios.
A pioneer and widely recognized leader within the Sustainable, Responsible, Impact (SRI) investment industry, First Affirmative offers asset management services designed to help individual and institutional investors align investment decision-making with personal values and/or institutional missions.
First Affirmative seeks to create value for both shareowners and society as a whole by investing in the most responsible companies with attractive profit potential. Portfolios are designed to both support and profit from companies with the most positive impact on our world. Investors who utilize First Affirmative’s services make a conscious choice to put their money to work for a dual purpose – to provide for a secure retirement, for example, while directing capital to enterprises that enhance the common good.
Horizon Investments is a goals-based investment management firm focused on delivering investment solutions rooted in modern financial engineering and academic research. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals.
The firm was founded in 1995 upon an active investment approach and a focus on the global marketplace. Over 20 years we’ve continued to expand our investment management team to include the Ph.D.s and research analysts needed to pursue a forward-looking approach to addressing a myriad of challenges that investors face while seeking to grow their wealth. As a result, financial advisors pursue Horizon for the innovative risk mitigation and retirement income strategies we deliver today.
Horizon offers experienced and creative asset management expertise to financial intermediaries across the financial spectrum. Horizon’s strategies are available to RIAs and financial advisors through leading financial technology platforms.
iM Global Partner is a worldwide asset management network. We partner with proven, high-quality investment managers from around the world in order to deliver distinct and unique investment solutions to our advisors and clients.
One of our partners, Litman Gregory Asset Management, joined the iM Global Partner network in 2021. Litman Gregory has a long history with Orion and was the original strategist on the OPS platform when it launched back in 2004. Combining Litman Gregory’s capabilities with iM Global Partner creates a uniquely powerful set of high-quality investment solutions and builds upon our common values and strengths, which are focused on commitment to investment excellence, innovation, and client service.
Invesco is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. With offices in 25 countries, our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. For more information, visit www.invesco.com.
Janus Henderson is a global asset manager with hundreds of investment professionals and expertise across all major asset classes. Our individual, intermediary and institutional clients span the globe and entrust us with their assets. Our commitment to active management offers clients the opportunity to outperform passive strategies over the course of market cycles. Through times of both market calm and growing uncertainty, our managers apply their experience weighing risk versus reward potential – seeking to ensure clients are on the right side of change.
Ladenburg Thalmann Asset Management (“LTAM”) is an SEC Registered Investment Advisory firm, established in 1982. Their dedicated staff of professionals has over 100 years of investment management experience, specializing in market analysis, due diligence, fund selection and asset allocation and diversification strategies. Whether for individuals, families, foundations, endowments, retirement plans or profit sharing plans, LTAM delivers personalized strategies and a full range of investment solutions.
Meeder Investment Management is an investment firm that supports financial advisors working to grow and protect client wealth. Since 1974, Meeder has been responding to the needs of institutional and individual investors.
For more than 45 years Meeder has specialized in customized investment solutions that incorporate their proprietary tactical multi-discipline/multi-factor approach to investing.
The Meeder Advantage
Meeder believes there are multiple forces that influence the market and many ways to achieve investment objectives. This is why they have developed a tactical investment philosophy that is both multi-discipline and multi-factor. Meeder believes that the process of incorporating factors that respond to current market conditions into their multi-discipline models is a competitive advantage and key differentiator among other strategists.
Drawing on our core capabilities in asset allocation, investment selection, and portfolio construction, Morningstar’s Investment Management group provides a global point of view and local market experience. Our investment professionals, located around the world, are guided by core principles focused on long-term investment results and helping end investors reach their financial goals. Built around world-class investment strategies and harnessing the global resources of Morningstar, Inc., our investment offerings support financial advisors, institutions, and the investors they serve. Morningstar® Managed PortfoliosSM provides professional guidance and access to strategies that can help investors reach their financial goals.
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. We understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.
Orion Portfolio Solutions is a turnkey asset management program and investment manager that exists to help advisors manage their clients, investments and business with confidence. Through a proprietary SMA optimization platform, Orion Portfolio Solutions delivers and manages a suite of custom stock and direct indexing portfolios. A tech-focused approach enables personalized portfolio design, enhanced tax management capabilities and agile model creation to align with current market dynamics.
Potomac Fund Management is a registered investment advisor founded in 1987.
As an employee-owned ﬁrm, we are a pioneer in tactical risk-managed investing with the experience and expertise to help clients align the correct allocation for any given market condition.
We currently manage over $600 million in assets* and have built our business on transparency and honesty. We educate and inform—not sell.
Our investment philosophy is hinged on the belief that you win by losing less. We understand that every investor is unique—but no one likes catastrophic losses. That’s why we strive to deliver competitive returns with less downside risk.
So, with that, we offer a selection of tactical strategies for building and preserving wealth—you can match the right strategy or combination of strategies to each investor’s needs; our strategies are designed to help limit devastating losses that can be hard to recover from.
*As of 12/31/2021, including AUA
Single-ticker strategies are a group of tactical and alternative managers that can be accessed within our UMA portfolios. In most cases, these specific investment strategies from these firms are unavailable to investors except in this form.
Orion Portfolio Solutions has reviewed thousands of available strategies and narrowed the list to these specific options to fulfill the mandate requirements of the platform. Our Investment Strategy Research group will manage ongoing monitoring of these investment offerings for their inclusion as strategies for the platform.
These actively managed SMA model portfolios replicate an underlying investment strategy across an array of unique styles and asset classes. From concentrated growth to alternative investments, the collection of institutional asset managers – vetted and selected by Orion’s Investment Due Diligence Team – provide access to diversified options for advisors and their clients.
Wilshire Funds Management (WFM) is the global investment management business unit of Wilshire Associates. WFM leverages Wilshire’s institutional expertise to deliver Wilshire Advisor Solutions, a suite of portfolios delivering a broad range of outcome-oriented investment solutions for advisors and their clients. Guided by decades of market-tested experience, the Wilshire Advisor Solutions portfolios combine the risk management techniques of the firm’s proprietary analytical tools with their best-in-class asset allocation practices and the expertise of their manager research team, all drawing on more than thirty years of experience studying capital markets and serving institutional investors.