Resource

Download the Cookbook

The 2026 Orion Cookbook serves as an introduction to our investment approach and solutions as well as a collection of pre-designed portfolio recipes. These recipes are designed to meet diverse investment objectives and are easily implemented on the Orion platform. The Cookbook is designed to streamline the process of building and refining portfolios on offering clear guidance on blending strategies. With this guide, advisors can confidently build portfolios that are both diversified and aligned with clients’ unique financial objectives

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Get a Taste of the Recipes

Download the Cookbook to get the ingredient list (models) that comprise each recipe.

Behavioral Portfolio

Portfolios designed to smooth returns to help investors stay invested for the long term and close the “Behavior Gap.”

Golden Years

Tailored for retirees, emphasizing steady income and preservation of capital.

Tactical Sword

A portfolio that actively adjusts to market conditions in search of alpha, seeking to outperform relevant benchmarks over time.

Inflation Armor

A resilient portfolio that strives to protect and thrive in inflationary times.

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Let's Get Cooking

Talk to our team to get access to the OPS platform or to talk through how to implement some of these recipes.

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How We Cooked These Recipes Up

We aim to simplify portfolio construction while equipping advisors with the tools to achieve client success. By combining the Orion investment framework, Risk Scoring, and rigorous Due Diligence process, we’ve created a foundation for building portfolios that align with diverse client goals.

Orion Investment Framework

Our investment approach has been refined over more than 30 years through multiple market cycles and changing client needs. It is built on the belief that long-term wealth creation depends on keeping capital invested, supported by diversified, multi-asset portfolios designed through our Grow, Earn, Diversify framework. With strategic allocations and active oversight, our portfolios are built to adapt to market opportunities while seeking more consistent, risk-adjusted returns.

Risk Scoring and Benchmarks

A Risk Scoring system that ensures that portfolios are matched to clients’ risk tolerances, fostering confidence and long-term discipline. The OPS Risk Score measures all investments relative to the risk of the global equity market. These scores are designed to be clear, defensible, and responsible, helping to set realistic return expectations and ensuring all strategies are evaluated on a consistent basis.

Due Diligence Process

Orion’s Investment Due Diligence team utilizes an institutional, multi-faceted investment approach focused on a combination of quantitative metrics and qualitative information. Each strategy on the OPS platform is reviewed using a five-pillar approach, detailed in a Guiding Star Research Report, which is updated every 12-18 months.

Investment Strategy Team

Meet the Chefs

Our Investment Strategy Team serves financial advisors, investors, and Orion stakeholders through thoughtful investment education, timely market content, and one-on-one consultations. We strive to achieve our key objectives of keeping clients invested, diversified, and disciplined by building resilient portfolios crafted to withstand any market cycle.

Headshot of Ben Vaske

Ben Vaske

Nolan Mauk

Nolan Mauk

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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.