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The 2025 Orion Portfolio Solutions (OPS) Cookbook is a curated selection of 12 portfolio recipes designed to meet a variety of investment objectives.
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Get a Taste of the Recipes

Download the Cookbook to get the ingredient list (models) that comprise each recipe.

Behavioral Portfolio

Portfolios designed to smooth returns to help investors stay invested for the long term and close the “Behavior Gap.”

Golden Years

Tailored for retirees, emphasizing steady income and preservation of capital.

Tactical Sword

A portfolio that actively adjusts to market conditions in search of alpha, seeking to outperform relevant benchmarks over time.

Inflation Armor

A resilient portfolio that strives to protect and thrive in inflationary times.

OPS Cookbook
Webinar

The 2025 OPS Cookbook: Recipes for Smarter Portfolio Construction

Join the Orion Investment Strategy Team for an exclusive walkthrough of the 2025 Orion Portfolio Solutions Cookbook - your guide to blending investment managers and strategies to meet diverse client objectives.

Whether you're onboarding to the OPS platform or refining your investment approach, this session will equip you with the insights needed to build robust portfolios with confidence.

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Let's Get Cooking

Talk to our team to get access to the OPS platform or to talk through how to implement some of these recipes.

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How We Cooked These Recipes Up

We aim to simplify portfolio construction while equipping advisors with the tools to achieve client success. By combining our Market Cycle Mandates investment framework, Risk Scoring, and rigorous Due Diligence process, we’ve created a foundation for building portfolios that align with diverse client goals.

Market Cycle Mandates

Market Cycle Mandates (MCM) is an investment framework that provides an intuitive and time-tested structure and rationale for building diversified portfolios. Within the MCM Framework, each investment strategy on the OPS platform is categorized into one of three mandates: beta strategies that capture the movement of the markets, active strategies that actively adjust their allocation for changing market conditions, and diversifier strategies designed to disengage from market movement and provide less correlated sources of return and risk to portfolios.

Risk Scoring and Benchmarks

A Risk Scoring system that ensures that portfolios are matched to clients’ risk tolerances, fostering confidence and long-term discipline. The OPS Risk Score measures all investments relative to the risk of the global equity market. These scores are designed to be clear, defensible, and responsible, helping to set realistic return expectations and ensuring all strategies are evaluated on a consistent basis.

Due Diligence Process

Orion’s Investment Due Diligence team utilizes an institutional, multi-faceted investment approach focused on a combination of quantitative metrics and qualitative information. Each strategy on the OPS platform is reviewed using a five-pillar approach, detailed in a Guiding Star Research Report, which is updated every 12-18 months.

Investment Strategy Team

Meet the Chefs

Our Investment Strategy Team serves financial advisors, investors, and Orion stakeholders through thoughtful investment education, timely market content, and one-on-one consultations. We strive to achieve our key objectives of keeping clients invested, diversified, and disciplined by building resilient portfolios crafted to withstand any market cycle.

Rusty

Rusty Vanneman

Headshot of Ben Vaske

Ben Vaske

Jered Matzke

Gerald Matzke

Gene Frerichs

Gene Frerichs

Nolan Mauk

Nolan Mauk

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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.