Institutional Investing. Individual Solutions.

Investment Products Playbook

As an advisor, you’re navigating more investment options, higher client expectations, and greater complexity than ever before. The Orion Investment Products Playbook is designed to provide deep insights, proven frameworks, and guidance designed for financial professionals looking to build disciplined, scalable portfolios that align with client goals.

What’s Inside This Playbook

The Orion Investment Products Playbook provides a structured, practical view of how investment solutions and frameworks come together on the Orion platform to help advisors deliver better outcomes for their clients.

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The playbook outlines how you can:

  • Use pre-built portfolios to streamline security selection and asset allocation
  • Build customized portfolios using Orion’s open architecture and due diligence framework
  • Scale your investment approach across different client segments
  • Access institutional-grade strategies while maintaining flexibility and control

You’ll also learn how to:

  • Access a broad universe of third-party investment strategists
  • Leverage Orion’s due diligence process and research statuses
  • Implement strategies within a unified managed account (UMA) structure
  • Simplify pricing, reporting, and portfolio oversight 

Ready to Elevate Your Investment Strategy? 

Unlock your copy of the Investment Products Playbook and start building more disciplined, transparent investment portfolios. 

Download the Playbook

This website is intended for investment professionals only. It is not intended for use by private investors. 
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.