For advisors with big growth ambitions, the Fully Outsourced Model is built to deliver scale, speed, and simplicity. Orion’s TAMP takes care of everything from billing and compliance to research and portfolio construction — all within a seamlessly integrated platform.

According to Fidelity, advisors who outsource portfolio management often report meaningful time savings — an average of 11 hours per week.1 That time can be reallocated to higher-value activities like financial planning, deepening client relationships, and growing their business.

What Does Orion's Support Look Like?

Mike Woods

We are a better, faster, and more efficient firm today than we were five years ago before joining Orion.

— Mike Woods,
Principal Wealth Group

With everything centralized through Orion — from advisor-directed and team-directed accounts to third-party managers, UMAs, and securities-backed lines of credit — Mike’s team operates on a single custodian and competes at the level of the industry's largest firms.

Mike Klauke

With Orion handling the back-end work, we’re able to focus on relationships with our clients.

— Mike Klauke, Klauke Investments and Insurance Services

Mike's team doesn’t have to worry about billing or calculations because Orion takes care of it all. That allows his small team to operate like a much larger firm. They can spend more time with clients and less time managing paperwork — just how they want it.

Fully Outsourced Model

Imagine Your Firm
Without the Busywork

Talk to us today and learn how you can simplify your operations to grow faster, serve more clients, and reclaim your time with the support of Orion’s TAMP solution.

1Source: Daly, S., Ma, P., & Sekhar, A. (2021). Fidelity Institutional Insights Looking Beyond: Hiring outside ... Fidelity Institutional. https://clearingcustody.fidelity.com/app/proxy/content?literatureURL=/9904526.PDF

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

Orion has not compensated Mike Klauke from Klauke Investments and Insurance Services or Mike Woods from Principal Wealth Group 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 Mike Klauke or Mike Woods for the supplied statements.

The views expressed herein are exclusively those of Orion Portfolio Solutions, LLC, an Orion Company, a registered Investment Advisor, and are not meant as investment advice and are subject to change.  Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. 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 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.