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Growth. Fueled.

Increase AUM, wallet share and loyalty — faster.
Talk to our team today to get started.

It’s All in the Numbers

80%

of financial advisors want better client-facing tech, a stronger investment team, and inside access to fund managers.¹

89%

of advisors believe they need to provide extensive due diligence, research, and other high-touch services to support HNW clients.¹

~ 50%

of advisors worry they don’t have enough horsepower to meet the needs of large AUM clients.¹

79%

of high-net-worth clients think more highly of advisors using an institutional level investment approach.¹

83%

of investors agreed that an advisor using investments from a third-party resource would have more time to understand their needs.¹

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Maximize Your Team

Orion’s OCIO offering can help your firm grow and scale your business with a complete suite of investment and operational services, customizable to your firm’s needs. 

We work with you to understand your growth obstacles and the best ways for you to win business more effectively and efficiently.

Schedule time with our experienced team today to learn how we can help you optimize your business and create scalable, sustainable growth through a fully-customized package of services.

OCIO Overview
63%

The average rate of firm growth our clients have seen since partnering with us.²

Grow Your Firm Faster

Schedule time with our experienced team today to finally harness the horsepower and team to win more — and bigger — business, faster.

Get Started

¹Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.

²Source: Proprietary Orion data, as of 7/28/2023.

OCIO services offered through TownSquare Capital, LLC, and Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC. For financial professional use only. Not intended for public distribution. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. This website is intended for investment professional only. It is not intended for use by private investors.