Becoming a Strategist 
on the Orion Platform

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Orion Investment Portal is an offering of Orion Portfolio Solutions, LLC, 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. OPS makes third-party strategists available through Orion Investment Portal and is also a strategist on the platform. OAT and OPS are affiliated companies through their parent company Orion Advisor Solutions, Inc (“Orion”).