Fuel Growth

Get the horsepower and team to win more — and bigger — business, faster.
Rev your growth and do it with scale when you add our OCIO services to your team.

Take Back Time in Your Day

Portfolio Construction

Portfolio Construction

Get custom, expertly designed portfolios for every one of your clients following our tried-and-true methodology — without lifting a finger.

Learn More
Independent Advisor Looking out at Opportunities

Trade Desk

Streamline trade operations with an experienced team to help you with every step.

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Wealth Advisory

Wealth Advisory

Grow your business with a comprehensive, personalized wealth solution with exclusive service and support from our experienced team.

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Custom Indexing

Custom Indexing

Create truly personalized, tax-efficient client portfolios with the touch of a button.

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It’s All in the Numbers

63%

Through 2022, our advisors have grown their firm at

an average rate of 63% after partnering with us.¹

46 Hours

Hours saved per high-net-worth account,

per year, with Orion Custom Indexing.¹

Best Tech

Nominated for Best Technology Provider, Direct Indexing

by the Wealthies,² we offer the only direct indexing solution

that gives you proposal generation, trading, and reporting all in one tool.

100%

of OCIO clients don’t have to learn or use

our technology — they trust us to do it for them.¹

Get to Know OCIO

 
Orion Custom Indexing
Help Clients Achieve Better Returns

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 designed to analyze their current portfolio and identify exactly what problems and potential opportunities exist, including analyzing asset allocation and diversification, portfolio structure and efficiency, portfolio risk, expenses, tax efficiency, and performance. 

Get Your Audit

Advisor Walking
Free Resource: Case Study

Outsourcing for Growth

Advisors today are navigating an increasingly complex market while striving to meet the evolving demands of their clients. Managing everything in-house can limit your ability to scale and differentiate your services.

In this case study, you'll discover how partnering with Orion OCIO helped Plan4Wealth Partners streamline their operations, unlock new growth opportunities, and deliver more personalized client solutions. You’ll learn how you can:

  • Increase efficiency.
  • Enhance customization.
  • Drive firm growth.
  • Elevate client satisfaction.
Read Now
Orion Stacks
Introducing Orion Advantage

One Integrated UX. One Agreement. All the Power of Orion.

The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

Best of all, Advantage provides access to Orion OCIO — and with everything OCIO has to offer, there’s no shortage of potential for you to compete on a larger scale.

Take Your Advantage

 

 

Grow Your Firm Faster

Expand your capabilities, deepen your resources, streamline your operations and finally spend more time focused on clients. Contact us today to get started. 

Get Started

 

 

¹Source: Proprietary Orion data, as of 7/28/2023. 
²Source: WealthManagement.com Announces Finalists for the 2023 Industry Awards, WealthManagement.com, 2023.

OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC 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.