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Free One-Time Portfolio Audit

The OCIO Portfolio Audit

Attract business. Help clients achieve better returns. Win/win.

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What’s the OCIO Portfolio Audit?

The goal of every investor is to create a more efficient portfolio that maximizes returns while taking the least amount of risk possible. But many investors aren’t familiar with the details of what’s going on in their portfolio. Do you really know the answers to their biggest questions?

The OCIO Portfolio Audit is a free, comprehensive analysis of a current client portfolio. Designed by our experienced team, this valuable and fully-confidential tool identifies exactly what problems and potential opportunities exist, including:

  • Asset Allocation and Diversification: Is your portfolio properly allocated and diversified?
  • Portfolio Structure and Efficiency: Is your portfolio structured efficiently and avoids unnecessary expenses?
  • Portfolio Risk: Are you taking on the right amount of risk for your goals?
  • Expenses: Are you aware of all the hidden costs in your portfolio?
  • Fixed Income Quality, Maturity, and Risk: Are you taking on unnecessary risk with your fixed income investments?

Sign up for your audit today to win business, help clients and prospects make better investment decisions, and ultimately aim to achieve better returns.

 

67%

The average rate of firm growth our clients have seen since partnering with us.¹

82%

of surveyed clients said their HNW new business win rate was between 50% and 100% when using the Portfolio Audit.2

Testimonials

What Our Clients Are Saying

I've picked up several multi-million dollar cases in the last year that I would not have if it had not been for Orion OCIO's help. The portfolio audit is money!2

— Jon Vogel, RetireWise Tax and Wealth Advisors

I've been able to lower my clients' management fees and win more business through the Portfolio Audit.2

— Morgan Lemaitre, Park City Wealth Advisors

Clients that see the audit results have a new appreciation for the fees that they pay and the importance of portfolio construction that truly diversifies a client, and exposes the weaknesses of comingling assets and holding excessive numbers of positions.2

— David Harris, HA Wealth Advisors

Grow Your Firm Faster

Contact us today to get your free audit and finally harness the horsepower and team to win more — and bigger — business, faster.

Get Your Audit

1Source: Proprietary Orion data, as of 6/18/2024.

2Source: Orion customer survey, 8/8/2024.

 

 

Orion has not compensated Jon Vogel from RetireWise Tax and Wealth Advisors, Morgan Lemaitre from Park City Wealth Advisors, or David Harris from HA Wealth Advisors specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Jon, Morgan, or David for the supplied statements.

OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor. For financial and 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 professionals only. It is not intended for use by private investors.