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Orion OCIO

Growth: supercharged. Increase AUM, wallet share and loyalty.

Focus On Growth

Get the horsepower and team to win more — and bigger — business, faster. Supercharge your growth and do it with scale when you add our OCIO services to your team. Watch our latest webinar to learn more.

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Customization driven by you. Expert guidance and support from us. All fueled by the #1 all-in-one software program used by advisors.1

Contact our team of experts to learn more:

Take Back Time in Your Day

Portfolio Construction

Spend your time building your business, not portfolios. Offer customized portfolios designed to meet each client’s unique needs, built and monitored by an experienced team of experts.

  • Manager due diligence
  • Customized portfolios, design and construction
  • Portfolio monitoring and rebalancing

Trade Desk

Get a full-service trading desk that includes execution of our preferred manager strategies or your own custom and/or outside money manager models.

  • Simplify trade operations
  • Reduce costs
  • Empower your team

Wealth Advisory

Everything you need for the clients you want. Grow your business with exceptional wealth experiences for high-net-worth investors.

  • Tailored investment portfolios
  • Multi-layered tax management
  • Exclusive service and support

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Custom Indexing

Be part of the $362 billion1 opportunity and create truly personalized, tax-efficient client portfolios at scale through a tech-enabled, competitively priced solution.

  • Offer flexible, tax-efficient strategies
  • Customize the investing experience
  • Gain new clients and set your firm apart

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Growth in AUM per year (2018-2021) of advisory teams who work with us


Teams who’ve grown faster than the industry average of 13.1%

Finally Overcome Your Biggest Growth Challenges

Advisors today are trying to do it all. Learn how Orion OCIO offers a complete menu of high-touch services to help your firm stay focused on what matters most and finally achieve the growth you’ve been striving for.

Grow Your Firm Faster

Expand your capabilities, deepen your resources, streamline your operations and finally spend more time focused on clients.

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Compliance Code: 0 6 2 4, TownSquare Capital, February, 27, 2023