¹Source: Capgemini’s World Wealth Report (WWP) 2019
²Source: Orion 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.
³Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs. The 2022 T3/Inside Information software survey collected 4,495 useable responses from advisory firm participants, anonymously, through the months of December, 2021 and January and February and part of March of 2022.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor.
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