Ascent 2027 Agenda

¹Source: The 17 Best Financial Advisor Conferences To Attend In 2026, Kitces.com, 2025.

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 Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.

The Orion Custom Indexing Equity Long/Short Strategy involves risks beyond those associated with long-only investing, including market risk, company-specific risk, short-sale risk, leverage risk, borrow and short squeeze risk, and borrow rate risk. These risks may increase volatility, losses, and costs, and there can be no assurance that the strategy will achieve its investment objective, generate excess returns, maintain desired market exposure, or realize anticipated tax benefits from tax-loss harvesting or other tax-management techniques.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.  

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

The Orion Investment Framework (“the Framework”) is designed to help Advisors and Investors understand Orion’s investment philosophy. The Framework is not a recommendation to purchase or sell any investment or engage in any investment strategy. The Framework does not constitute investment, tax, or financial advice. Investing involves risk, including the risk of loss of principal. This material is intended for informational purposes only and is directed toward financial professionals. It should not be considered a solicitation or offer to the general public.

Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.