The Advisor-Managed Model is built for those who want full visibility into every aspect of portfolio management, from research and due diligence to client communication.

But independence doesn’t mean going it alone.

With Orion’s integrated tech stack — including Redtail CRM, Orion Planning, Custom Indexing, and full reporting — advisors can run lean without sacrificing oversight, scale their firms efficiently, and keep client experience front and center.

What Does Orion's Support Look Like?

Joseph Hosler

Orion’s platform helps us get better outcomes.

— Joe Hosler, Auour Investments

Joe credits Orion with helping him stay focused on his clients. By automating tasks like trading, compliance, and reporting, Orion's technology solutions let Joe spend more time connecting with clients and solving their problems.

Todd Nuttall

Orion’s technology is a game-changer for us.

— Todd Nuttall, Caliber Wealth Management

Orion has allowed Todd’s firm to scale its operations without losing the boutique service his clients expect. For Todd, the value of technology goes beyond streamlining workflows — it strengthens the trust between his team and their clients.

Advisor-Managed Model

Stay Lean. Stay in Control.

Orion’s tech helps advisor-led firms streamline operations, save time, and scale — without giving up what makes you different. Request a demo today and see it in action.

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For financial professional use only. Not intended for public distribution.

OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Orion has not compensated Joe Hosler from Auour Investments or Todd Nuttall from Caliber Wealth Management 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 Joe Hosler or Todd Nuttall for the supplied statements.

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.