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Portfolio Recipes: The Direct Indexed Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, along with Orion's Frank Nickel, Head of Quantitative Strategies & Investment Risk, as they give you an inside look. You’ll gain insight into our partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.