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Beacon Operational Excellence Roundtable

Event Description: Orion is excited to participate in the 2022 Beacon Operational Excellence Roundtable April 20–22. This event is an invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions and community Q&A sessions. In attendance from Orion will be Todd Bertucci, SVP Enterprise Sales and George Svagara, SVP Regional Sales

Portfolio Recipes: The Core and Explore Portfolio Recipe

Event Description: The mark of a great advisor is one that helps clients navigate all market cycles with confidence. Many agree that one of the keys to investment success is to have an investment plan or framework to investing. Successful investing starts with a framework or a disciplined process. One investing portfolio construction framework is called the “Core and Explore.”   “Core” investment strategies are designed to stay invested through market movement. When markets rise, these strategies may participate in the upside. However, when markets fall, these strategies may participate in a portion of the decline. “Explore” investment strategies meanwhile are often much more tactical in their approach to managing money and will actively adjust for changing market conditions. As markets become uncertain, these strategies may increase the defensive portion of your portfolio. In this month’s Portfolio Recipe webinar, we present two strategists on the OPS platform with long records in successfully managing investment portfolios, Howard Capital Management and Janus Henderson. 
On Demand

FPA CT

Aqua Turf Club 556 Mulberry Street, Plantsville
Event Description: Orion is proud to support the Connecticut chapter of the FPA at their Spring Conference as both a sponsoring exhibitor and content provider. Ryan Donovan, SVP Regional Sales, will be participating in a moderated panel entitled “goRIA: Everything You Wanted to Know About Going RIA.”

Cambridge Signature Club

The Westin Kierland Resort & Spa 6902 East Green Way Parkway, Scottsdale
Event Description: Orion is proud to support Cambridge Signature Club as an exhibiting sponsor.

Monthly Spotlight: Putting HiddenLevers to the Test

Event Description: Do you tell your clients risk is just a number? With Orion’s 3D Risk Tolerance Questionnaire and the capabilities in HiddenLevers’ stress testing, we can show you how risk is not just another number. HiddenLevers is one of the industry’s highest regarded tools in business intelligence, risk analytics, and economic research providers. The cloud-based platform can be used to gauge risk tolerance, stress test portfolios, and build recommendations that minimize risk while increasing the probability of meeting a client’s future goals. Join Phil Colling, AVP, Business Development, and Clark Jeffries, AVP, Business Development, as they walk you through how HiddenLevers can amplify your expertise with the tools’ capabilities and our success story with RFG Advisory.
On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | April 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.
On Demand

How to Reach $1 Billion in AUM

Event Description: Ryon Beyer co-founded Hemington Wealth Management back in 2013, and has had to make critical decisions to shape the future of the RIA firm every day since then. The implementation of Orion’s technology has been a continuously evolving journey for Hemington and has helped the RIA become one of the fastest-growing firms in the country. Join Ryon as he shares the key decisions and inflection points that have defined the past 8 years of breakaway success for Hemington, and how he is working to ensure success for the future.
On Demand

Say Goodbye to Stale Data with Orion & Amazon Redshift

Event Description: Does stale data, manual work, and multiple Excel spreadsheets sound familiar to you, and how you handle your firm’s data? You’re not alone. Many firms struggle to manage their data efficiently, which is why Orion is now working with Amazon Redshift so you can manage your data via the cloud. During this webinar, Orion’s Adam Palmer will talk with two Orion clients about their utilization of the cloud and how it has affected their business. Adam will also share some information on Amazon Redshift, including the benefits and how to get it set up.
On Demand

Portfolio Recipes: The Low Cost ETF Strategies Portfolio Recipe

Event Description: There may be many reasons for the continued popularity of ETF strategies, including dependable market exposure, natural tax efficiency, and low costs. In this month’s Portfolio Recipes webinar, we look at some of the lowest cost ETF strategies on the OPS platform with State Street Global Advisors and Cougar Global Investments. These low-cost ETF strategy portfolios seek to provide strategic global market exposure as well as tactical investment management at a low cost. Our blend of State Street’s Strategic Asset Allocation Strategies and Cougar’s Global Tactical Strategies possess the characteristics of a risk-managed globally diversified portfolio with an additional emphasis on minimizing net expenses to investors. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, with guest speakers, Karlan Patel, CFA, Investment Strategist at State Street Global Advisors, and Jason Richey, CFA, Portfolio Manager at Cougar Global Investments, for an inside look at a new pairing featuring two strategists on our platform.
On Demand

Power Your Growth Through a Network of Elite Advisors

Event Description: Looking to grow your advisory practice with the backing of a powerhouse aggregator firm? We’ve got a network of firms looking for advisors just like you to join their practice. In this webinar, we talk to two of these firms, Mariner and Financial Services Network, about how they recruit advisors for their firms, how they help advisors transition and grow, and what the future of the advisory business looks like. You’ll come away from this webinar prepared for a conversation or interview with an aggregator firm and understand how merging with one of these firms can help fuel your growth. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.
On Demand

Portfolio Recipes: The Peak Inflation Portfolio Recipe

Event Description: Inflation has been hitting multi-decade highs around the world, but there’s some recent evidence that the peak in inflation rates may be near if not already past. If we are indeed at what many are calling, “Peak Inflation,” what does this mean for investors? Will recent market activity continue to outperform, or will there be a change in what is leading the market? In this month’s Portfolio Recipes, we blend investment strategies from two well-known investment management firms, Fidelity Investment, and Horizon Investments. Both firms have successful track records at actively managing investment portfolios and adjusting to changes in market conditions. Their take on the current market environment, including what they’re thinking and what they’re doing about the latest inflation data, should make for a tasty portfolio recipe. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, for an inside look at a new pairing featuring two strategists on our platform, Paul Ma, CFA, Vice President, Lead Portfolio Strategist at Fidelity Investments, and Scott Ladner, Chief Investment Officer of Horizon Investments.
On Demand

Orion + Redtail: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.
On Demand