Orion
Your Time. Your Goals. Your Growth.

Focus on What Matters.

In a world filled with distractions, it’s easy to lose sight of what matters most: 
growing your business and serving your clients. That's where we come in.

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Advisors grow

12% faster

Orion advisors report higher average growth than external advisors over the past 3 years.¹

Advisors save

8+ hours

Roughly 50% of advisors with over $10 million on Orion Portfolio Solutions report saving 8+ hours a week by outsourcing.²

Join the

70%

of Orion advisors who reported better AUM growth and personal income with us.²

Your Focus. 
Your Success.

We hope the noise-canceling headphones we sent help block out the small distractions. 

For the bigger ones, let’s talk about how Orion can help you reclaim your focus and make the most of your time in 2025.

Whatever Your Why

Building a Thriving Practice with Orion

“Orion handles our back office, allowing us to focus on client service. 
I don’t have to worry about billing or administrative tasks."

Mike Klauke focuses each day on building lasting relationships and creating impact for his clients. See how his client-first approach, supported by Orion, has shaped a thriving, community-focused business.

 

Get the Focus You Deserve.

Focus on what you do best — we’ll handle the rest. 
Powered by the #1 TAMP Voted for Best Technology.³

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¹Source: Orion WealthTech Survey, 2024.

²Source: 2024 Orion Portfolio Solutions Client Survey.

³Source: 2023 America’s Best TAMPs – Best Technology and Best Model Market Marketplace, WealthAdvisor, 2023.

Orion has not compensated Mike Klauke from Klauke Investments and Insurance Services 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 Mike for the supplied statements.

Orion Portfolio Solutions (“OPS”) was selected as a winner for America’s Best TAMPs 2023 in the categories of Best Technology and Best Model Marketplace. Each TAMP (“Provider”) included in America’s Best TAMPs 2023 is based on the results presented of an independent survey of all Wealth Advisor subscribers. The methodology used for this independent survey of The Wealth Advisor’s registered subscribers was deployed on December 26th and closed on December 29, 2022. The survey uncovered advisor familiarity and overall satisfaction covering three categories set forth for the 27 of the TAMP solution providers nominated. The winners and full survey results were published in the 2023 edition of America’s Best TAMPs and released on January 3, 2023. Each TAMP provider paid the same sponsorship fee to be listed in America’s Best TAMP’s. Sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor. Providers have no affiliation with The Wealth Advisor.

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.