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Third-Party Strategists
Easily find, pair, and manage client investments with our carefully vetted and monitored list of third-party strategists.
1-12 of 76 results3EDGE Asset Management
Helping You Grow AND Preserve Your Client’s Hard-Earned Wealth
At 3EDGE, our aim is to help investors successfully navigate both up and down markets. We know that over the long-term, investors can come out ahead by not only making positive returns in up markets but also by losing less in down markets.
- Our multi-asset strategies act as tactical diversifiers, seeking to generate attractive risk-adjusted returns over full market cycles, with particular attention to managing volatility and portfolio drawdowns.
- With the recent market euphoria, investors may forget that 2022 was a decidedly negative year for stocks and bonds.
- At times like this, it is helpful to zoom away from short-term performance and look at performance over time.
- Learn how 3EDGE strategies have helped deliver on their value proposition to provide a steady and consistent return stream with much less volatility, helping advisors smooth the ride for clients.
Platform
OPS (Orion Portfolio Solutions)
Orion Communities
Investment Type
ETF
Investment Mandate
Active
Proprietary Investments
Core Select
Wealth Advisory
Guiding Star Research is available
Abbey Capital
Abbey Capital is an investment manager specializing in liquid alternative strategies. We are a community of thoughtful individuals with conviction that the funds we manage can make a difference to investors’ portfolios. We are experts in what we do. The funds that we manage have been trusted by global investors since 2000 seeking to diversify portfolios and mitigate against downside risks and are constructed with a focus on compounding returns over time. At Abbey Capital, we believe we can make a difference.
Platform
OPS (Orion Portfolio Solutions)
Investment Type
Mutual Fund
Investment Mandate
Diversifier
Guiding Star Research is available
2555-OPS-10/4/2024
Advanced Asset Management Advisors (AAMA)
Platform
Brinker Capital
OPS (Orion Portfolio Solutions)
Orion Communities
Investment Type
ETF
Mutual Fund
Investment Mandate
Active
Beta
Diversifier
Proprietary Investments
Core Select
Guiding Star Research is available
Advisors Capital Management
Advisors Capital Management (ACM) provides a separately managed account (SMA) platform that offers investors the ability to access a higher level of specialization and service. Within the SMA platform, portfolios are designed specifically for the client, using individual equity securities and/or fixed income ETFs. While the financial advisor is responsible for the day-to-day administration of any specific account, we regularly communicate through multiple channels to offer our expert analysis of global and domestic economic events.
Platform
Orion Communities
Investment Type
Equity SMA
2514-OAT-9/30/2024
Affinity Investment Advisors
Platform
OPS (Orion Portfolio Solutions)
Orion Communities
Investment Type
Equity SMA
Investment Mandate
Active
Guiding Star Research is available
Algorithmic Investment Models
At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss. Our mix of relentless learning and uncommon intelligence helps us build investment strategies that can go anywhere and adapt to what’s happening now. We offer global, go-anywhere strategies driven by a machine learning approach that helps eliminate emotion from decision-making and aims to deliver consistent returns at targeted risk levels. Supported by a multidisciplinary team that combines innovation and experience, we are committed to continuous improvement, delivering solutions designed to meet the needs of advisors and their clients.
We are an independent, primarily employee-owned asset management firm with a 13-year live track record providing machine learning-based, behavioral finance informed investment products helping advisors and their clients seek better outcomes.This information was provided by Algorithmic Investment Models.
Platform
Orion Communities
Investment Type
ETF
1171-R-25111
American Funds
Platform
Brinker Capital
OPS (Orion Portfolio Solutions)
Orion Communities
Investment Type
Mutual Fund
Investment Mandate
Beta
Proprietary Investments
Core Select
Guiding Star Research is available
AMI Asset Management
Platform
OPS (Orion Portfolio Solutions)
Orion Communities
Investment Type
Equity SMA
Investment Mandate
Active
Guiding Star Research is available
Appleton Partners
Platform
OPS (Orion Portfolio Solutions)
Investment Type
Fixed Income SMA
Aristotle Atlantic Partners
The name Aristotle (Greek name Aristotélēs) means “the best purpose,” which is derived from the words aristos (best) and telos (purpose). Headquartered in Sarasota, FL, Aristotle Atlantic Partners, LLC serves its best purpose through management of Large Cap Core investments for institutional and individual clients worldwide. Aristotle Atlantic Partners, LLC is a privately owned, registered investment advisor that joined the Aristotle family of affiliates in the fourth quarter of 2016. The experienced investment team was formerly at Deutsche Asset Management and has worked together managing large cap portfolios for over 15 years.
Aristotle Atlantic’s investment philosophy is based upon researching and observing, what we believe to be, sustainable shifts in consumer spending and investing in companies poised to benefit from secular themes, product cycles or cyclical trends. By identifying these trends through fundamental, bottom-up research of companies, we believe we can generate consistently competitive absolute and risk-adjusted returns and help our clients meet their long-term financial objectives. To learn more, visit www.aristotleatlantic.com.
Platform
Brinker Capital
OPS (Orion Portfolio Solutions)
Orion Communities
Investment Type
Equity SMA
Investment Mandate
Active
Guiding Star Research is available
2197-OPS-8/27/2024
Q3 Asset Management
Q3's investment strategies are designed to react to changing market environments. We seek to participate in rising markets and reduce risk during unfavorable market conditions. Limiting downside volatility is a focal point of each strategy. Our experience has taught us that active investment management is increasingly important for delivering a real investment advantage. The Q3 management approach is based on quantitative research – not emotions. We never attempt to forecast the future. Instead, we recognize and react to what’s happening in the market today.
By taking a systematic, objective approach, we remove personal bias, opinion, and ego from the investing process and allow our proven systems to seek the strongest opportunities. Q3’s research process requires ongoing investigation and evaluation in order to confirm the factors that contributed to a strategy’s past success are still effective. Once a strategy is in place, we continuously monitor performance and risk to make sure our core objectives and expectations are being met. This allows us to improve our methodologies and enhance the potential for long-term success.Platform
Orion Communities
Investment Type
ETF
1398-OAT-6/3/2024
Meet Our Third-Party
StrategistsContact us today for a guided tour of our available investment options.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
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. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors 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. Individual client accounts may vary.
At certain places on our website we offer direct access or 'links' to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Orion Portfolio Solutions, LLC (Orion Portfolio Solutions). Orion Portfolio Solutions does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with their finance professional. Orion Portfolio Solutions does not necessarily endorse or recommend any product or service described at these websites.
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