On Demand Events

Event Description: To unlock efficiency and reach your full growth potential you need a framework that considers your clients through every step of their journey with you. See how you can leverage the fiduciary flywheel to drive success for your firm and results for your clients. As Orion has worked to acquire best-in-class tools such as Redtail CRM, BasisCode Compliance (now Orion Compliance), and others, we are now excited to share how we have brought these tools together for a seamless experience.

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.

Event Description: To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave. Join Andy Rosenberger, CFA, Head of Custom Indexing, to see how Orion’s Custom Indexing can empower you to easily bring proactive tax management to every client through cost-effective and customized portfolios at the touch of a button. Armed with the right tech and outsourced support, you’ll learn how you can: gain valuable time back in your day, deliver personalization at scale, and add new revenue to your repertoire.

Event Description: Harvesting losses on an ongoing basis, instead of just at year-end can result in an additional 1% of tax alpha per year.* Start taking action today so you can help lessen your client’s tax burden next year. Join Andy Rosenberger, CFA, Head of Custom Indexing, to learn how Orion Custom Indexing offers flexible and tax-efficient strategies to help improve “after-tax” client returns and reduce taxes. Plus, hear from one of your peers on how Orion Custom Indexing can help you improve outcomes, deliver proactive tax management, and gain new clients. * “An Empirical Evaluation of Tax-Loss Harvesting Alpha” Shomesh Chaudhuri, Terence Burnham, Andrew W. Lo.

Event Description: At Orion, innovation never rests and 2022 was no exception. This holiday season, we’re taking a look at some of our favorite tech solutions from the past year – including the powerful integration of Redtail CRM into our open architecture platform, the launch of Orion Custom Indexing, Automated Account Solution, and an exclusive look into the enhancements we made to our financial planning, trading, reporting, and data tools. Join our team of product experts to see how you can access the tech, resources, and support you need in 2023 to grow, scale, and realize your unique vision for success.

Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.

Event Description: Over 50% of investors feel the advice they receive is too generic.* Don’t become a commodity.…arm yourself with the right tech and outsourced support. To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave. Join Andy Rosenberger, CFA, Head of Custom Indexing and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, as they discuss the latest direct indexing technology innovations and demonstrate how Orion’s Custom Indexing Solution is designed to help you save time with trading, simplify account maintenance, and serve clients more effectively while minimizing their tax obligations through a tech-enabled, competitively priced solution. *Capgemini’s World Wealth Report (WWP) 2019

Event Description: Orion is proud to be a supporter of the T3 Advisor Conference. Join us Live from the Orion Tech Lab for an Orion Advisor Technology Demo and Q&A session.

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.