Event Description: The industry’s latest game-changer is here. With the announcement of their joint venture, Orion and Focus Client Solutions (FCS) are set to transform the independent advisor’s ability to compete with banks and wirehouses for new business. Adding FCS’ lending and cash management solutions to Orion’s comprehensive platform places advisors in a powerful position to act as a centralized provider for their clients’ financial management experience, increasing client retention and arming them with the tools they need to attract and serve ultra high-net-worth and high-net-worth investors. Join Jason Moore, Orion’s Chief Solutions Officer, and Steven Canup, Managing Director at Focus Financial, for a deep dive into this powerful new partnership, its robust integration points, and the ultimate end-to-end journey it will create for both advisors and clients upon its full release in the summer of 2021.
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On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: Numerous articles have been published regarding the death of the 60/40 portfolio. Critics point to historically low interest rates and expensive U.S. equity valuations as contributors to what is likely to be a disappointing decade for traditionally diversified portfolios. Join iCM’s Director of Investments, Ryan Lehman, CFA, as he discusses the iCM Tactical Income strategies, a suite of portfolios that strives to increase yield, own undervalued assets, and purchase discounted closed-end funds to confront this problem.
Event Description: If managing risk is important to you for your clients, then tune in for an overview about Frontier Asset Management – a boutique asset management firm founded in 2000 in Sheridan, Wyoming. You’ll be introduced to senior leadership team members Rob Miller, CFA, CEO, Cliff Stanton, CFA, Director of Investments, and Erin Foote, Director of Operations. In this video, you’ll learn about: 1) Frontier’s Downside First Focus investment philosophy. 2) How we are forward-looking and build long term future return expectations. 3) How we identify skilled managers that we believe are likely to perform well in the future to fill our target asset allocation pie charts using Manager Match. 4) How this results in dynamic risk-defined model investment strategies which are designed for long-term investors. You’ll also discover why our Wyoming roots allow us to be independent in thought and allow us to do what we think is best for advisors and clients.
Event Description: Learn how Logan Capital differentiates the Logan Core 60/40 portfolio by breaking down its two distinct and complementary Growth and Value investment processes. Combining two highly non-correlated portfolios – “the yin and the yang” – into one and rebalancing the allocation targets semiannually, the client portfolio can perform consistently throughout a complete market cycle and provide solid risk-adjusted returns. This presentation is hosted by Dan Beckworth, director of management accounts, and Stephen Lee, principal, and portfolio manager for Logan Capital.
Event Description: What do an ex-private equity attorney, a top gun pilot, and navy midshipman have in common? They are co-portfolio managers at Polen Capital. Learn how Polen Capital leverages diversity and depth of experience to build a strong growth portfolio and get a closer look at the four strategies available on Orion Communities.
Event Description: Increase efficiency. Improve client relationships. Grow your business faster. With us so far? Matt Henry, Director of Transformations at Carson Group, and his fleet of advisors are doing just that with the recently reimagined Orion homescreen—and he’s here to help you do the same. During this webinar, Matt Henry joins Orion’s Director of Product, Adam Palmer, to show advisors how to unlock all the potential of the new Orion homescreen experience. Register now to see the powerful dashboard in action, and learn how you can use it to stay organized, improve efficiency, increase transparency with your clients, and capitalize quickly on new opportunities.
Event Description: Join CEO and CIO Kim Arthur for an inside look at the services and support that Main Management offers for advisors who partner with us. Learn more about our core team and values, portfolio approach, and how to leverage our research materials to help your clients reach their goals.
Event Description: Polen Capital is passionate about growth and preservation too. Their focus is to invest in the most sustainable businesses worldwide using a business owner’s mindset and applying a time-tested process of research and analysis. Learn about the strategies available in the Orion Portfolio Solutions platform from Taneka Lawrence, CFA, and Senior Relationship Manager for National Accounts at Polen Capital.
Event Description: AAMA has been an investment strategist partner with Orion since 2003. Learn more about their robust model lineup available in Orion Portfolio Solutions and investment philosophy built on the four cornerstones of understanding client expectations, an independent advice model, disciplined valuation processes, and confident execution. Presenting is Robert Baker, the firm’s founder and president.
Event Description: InvestmentNews honors icons and innovators who have shaped and transformed the financial advice profession. During this event, InvestmentNews spotlights 18 of the most innovative firms changing the way advice is created, delivered, and used by clients today. Orion Advisor Solutions is proud to be a finalist in the category of Advisor Fintech, Large Firms.