Fuel Growth

Get the horsepower and team to win more — and bigger — business, faster. Supercharge 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.

Independent Advisor Looking out at Opportunities

Trade Desk

Streamline trade operations with a team of experts to help you with every step.

Wealth Advisory

Wealth Advisory

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

Custom Indexing

Custom Indexing

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

It’s All in the Numbers


of high-net-worth clients think

more highly of advisors using an

institutional-level investment approach.¹


of investors agreed that an advisor using

investments from third-party experts would

have more time to understand their needs.¹


Growth in AUM per year (2018-2021)

of advisory teams who work with us.²


Teams who’ve grown faster than

the industry average of 13.1%.²


Of our clients who’ve left us.3

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. 

Advisor Walking
Free Resource: Whitepaper

Turn Outsourcing into a Competitive Advantage

Advisors facing today’s competitive landscape, as well as increasing client expectations, can’t afford to shoulder the operational burden of investment management.

In this whitepaper, we’ll show you how outsourcing investment management empowers you to focus on delivering exceptional client service while meeting the highly personalized needs of today’s investors. You’ll learn how you can:

  • Enhance growth
  • Provide customization
  • Differentiate your firm
  • Find more time
Orion Custom Indexing
Free Resource: Webinar

Supercharge Growth with
Orion OCIO and Custom Indexing

Watch Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, in our webinar share how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics — including the industry’s biggest new trend, direct indexing.

You’ll learn how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.



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. 



¹Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic. 2Source: 2021 Fidelity’s Benchmarking Study. https://institutional.fidelity.com/app/proxy/content?literatureURL=/9901670.PDF. According to Fidelity, the 3 year AUM growth CAGR for the industry is 13.1%. 3Source: TownSquare Capital, LLC, client data.

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.