Take the Next Step to 
Join Orion’s Platform

Interested in making your investment strategies available on Orion’s platform? Review the requirements below, then submit your firm and model information to begin the due diligence process.

Review the eligibility requirements before submitting your information.

Each model must have:

  • A Morningstar ID.
  • At least a one-year performance track record in Morningstar.
  • At least $10 million in strategy assets.
  • Global Investment Performance Standards (GIPS®) verification or independent third-party performance verification.
  • State or Securities and Exchange Commission registration.

Fixed-income separately managed account strategies must also have a CUSIP license.
Review Strategist Requirements

Download the questionnaire and complete all sections that apply to your firm and strategies.
Download Due Diligence Questionnaire

Firm and Contact Information
1) Required Model Information
Enter each model’s name, Morningstar ID and investments below. Include all other firm and model information in the questionnaire.
Model Name Morningstar ID Mutual Funds Exchange-traded funds Stocks Bonds Weight

Investments used in the model (select all that apply)
more items
2) Upload Completed Due Diligence Questionnaire
One file only.
64 MB limit.
Allowed types: txt rtf pdf doc docx odt ppt pptx odp xls xlsx ods.

Please include:  

  • The latest presentation or pitch book for each strategy 
  • Performance verification documentation 
  • Your firm’s organizational chart
  • Form ADV, Parts 1 and 2 
  • Form CRS, if applicable

Unlimited number of files can be uploaded to this field.
64 MB limit.
Allowed types: txt rtf pdf doc docx odt ppt pptx odp xls xlsx ods.
Enter the firm or contact who asked Orion to consider your strategies.

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”).