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OCIO Case Study

How Faircourt Scaled Without Losing Its Boutique Feel

Faircourt Partners added institutional investment capabilities for its ultra-high-net-worth clients with Orion OCIO, without giving up control of the client relationship or the personal service that sets the firm apart.

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The Proof
67%

Average organic growth over a five-year period for Orion OCIO partner teams, driven largely by the same Portfolio Audit process Faircourt uses in its advisory work.

Source: Proprietary Orion data, as of 6/18/2024.

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What Changed for Faircourt

Institutional Support That Fit the Firm's Model

Faircourt needed an outsourced investment partner that could handle complex client needs without forcing it into standardized model portfolios.

More Time for Work That Grows the Firm

Orion took on manager research, rebalancing logistics, and portfolio mechanics. Faircourt's team now spends that time on tax planning conversations, business development, and existing clients.

Trade desk proactively allocates idle cash

Customization for Complex Client Needs

Early allocation scenarios showed Orion could match, and often improve, Faircourt's existing level of customization. That includes concentrated positions, tax considerations, and liquidity events.

Portfolio Audit surfaced hidden costs

A Partnership, Not a Handoff

Faircourt kept control of its client relationships while working directly with Orion's investment specialists. The firm stayed provider-agnostic and kept what makes it distinct.

Hands-on support from day one
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Cover of the Orion OCIO case study, Scaling Wealth Management Without Sacrificing the Boutique Client Experience

PDF Case Study · 4 pages · 5-minute read

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Scaling Wealth Management Without Sacrificing the Boutique Client Experience

How Faircourt Partners brought institutional investment capabilities to ultra-high-net-worth clients, and what changed for its team and its clients.

  • Why Faircourt chose an outsourced investment partner over building an in-house team
  • How the Portfolio Audit gave the firm clear visibility before any changes were made
  • What the transition looked like, and why it felt like an extension of their own team
  • How client conversations shifted toward tax strategy and financial planning
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In Jordan Fraser's Words

“I spend a lot less time on manager research, rebalancing logistics, portfolio mechanics, and far more time on relationship and strategy, tax planning conversations, business development, and deepening existing client experience.”

Jordan Fraser

Managing Director of Wealth Management, Faircourt Partners

“Before I even know it’s there, they’ve already allocated and confirmed—and everything’s done.”

Jordan Fraser

Managing Director of Wealth Management, Faircourt Partners

“Clients consistently comment on how responsive and personal the experience feels, even though what’s happening behind the scenes is institutional-grade portfolio management.”

Jordan Fraser

Managing Director of Wealth Management, Faircourt Partners

79%
of HNW clients think more highly of advisors using an institutional-level investment approach1
83%
of investors say advisors using third-party investment resources have more time to understand their needs2
90%
of investors agree advisors should leverage external experts for research, strategy, and investment planning3
$5.9T
in advisor-managed assets administered on Orion4
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See how Orion OCIO can help your firm support growing client needs without adding operational burden.

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© 2026 Orion Advisor Solutions. All rights reserved.

Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC ("TSC"), an Orion Company. TSC is a registered investment advisor.

Wealth management services provided by Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor; Orion OCIO services provided by TownSquare Capital, LLC ("TSC"), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Orion has not compensated Jordan Fraser from Faircourt Partners specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Jordan Fraser for the supplied statements.

Orion and Faircourt Partners are not affiliated companies.

Organic growth figure: Proprietary Orion data, as of 6/18/2024. Represents the average organic growth of Orion OCIO partner teams over a five-year period.

1. Proprietary Orion data, as of 7/28/2023. ±2.9% margin of error among consumer investors.

2. Proprietary Orion data, as of 7/28/2023. ±2.9% margin of error among consumer investors.

3. Orion Research, July 2021.

4. Orion corporate data, as of 3/31/2026.

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