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Portfolio Recipes: The All-Weather Portfolio Recipe

Event Description: What kind of portfolio should one build if we’re heading into a recession? Or what if we’re not heading into a recession? How should a portfolio be built if inflation has peaked and started to fall? What if inflation hasn’t peaked yet? In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Stanley Moy, CFA, CAIA, AVP, Multi-Asset Investment Product Manager at Capital Group, and Daniel Villalon, CFA, Global Co-Head, Portfolio Solutions Group at AQR Capital Management, to discuss how an all-weather portfolio can participate in market gains or limit losses irrespective of what economic conditions might be.

Stop Swiveling & Finally Scale Wealth Management

Event Description: While technology is necessary to grow your firm, adding more pieces to your tech stack can turn you into a “swivel chair advisor” - as you’re constantly switching between multiple systems, re-entering data, and manually completing tasks. With all of the recent enhancements in fintech, however, there has to be a better way? JoinTimothy D. Welsh, CFP, President of Nexus Strategy, LLC, as he shares his latest insights on the industry changes and how you can stop wasting time and resources with multiple workarounds for your tech. Throughout this webinar, you’ll discover: 1) Advancements in technology development to help you “stop the swivel” 2) Lessons from top advisors on how they are leveraging unified systems to streamline their operations 3) How you can find a tech stack that helps you operate better, faster, & stronger

Portfolio Recipes: The Balanced Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, as he gives you an inside look at a new pairing of two strategists on our platform, Janus Henderson and Clark Capital Management Group. You’ll gain insight into these 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.