Event Description: Courtney Turner, VP of Strategic Relations for Orion Portfolio Solutions, and Eric Sanders, Strategic Consultant of Orion Advisor Technology will be at Centaurus to share the latest Orion has to share. Come by our booth at the Hyatt Regency, San Antonio, TX!
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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: Today, as the tides of change constantly disrupt the economy, some investors want portfolios that can adapt to market changes. Investment approaches grounded in fundamental research with independent high-conviction decision-making can help you pursue this goal. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT with guests Robert D. Baker, President of Advanced Asset Management Advisors, Inc., and Mario DiVito, an equity and multi-asset investment director at Capital Group, for our latest installment of Portfolio Recipes. Learn how to construct a portfolio steeped in fundamental analysis!
Event Description: A traditional 60/40 allocation today contains much more risk than the typical balanced investor desires. But, a systematic plan for allocating assets according to the current market environment can: 1. Diversify a portfolio across 8 major global asset classes in a single investment vehicle 2. Naturally adjust allocations to each asset class as risk rises or falls 3. Generate lower volatility than a traditional growth allocation 4. Deliver about the same amount of risk as a 60/40 portfolio, but with the return expectation of an 80/20 allocation 5. Help your clients stay anchored to the plan by leaving no room for emotional decision-making during times of euphoria or fear
Event Description: Small caps began rallying in Q4, and if history is a reliable guide, the asset class could have a long runway as the economy reopens, and we emerge from recession. HGK’s focus on high-quality companies has generated consistently strong results with their Small Cap Value SMA, now available in Communities.
Event Description: Drawing on a 44-year heritage of research, Morningstar Managed Portfolios’ asset allocation approach has evolved to what they call valuation-driven asset allocation. Along the way, history has taught them five lessons that are covered in this presentation.
Event Description: LightPoint Portfolios™ are the convergence of advanced analytics, institutional asset management, and impeccable biblical values. Beacon Wealth Consultants has been providing Biblically Responsible Investing solutions to clients for over 20 years and now our five turn-key, fully asset-allocated, risk-based portfolios are available to you at Orion. Our Chief Investment Officer and Investment Committee utilize institutional research and a forward-looking interpretation of the markets and the investments are screened for abortion, adult entertainment, anti-family concerns, and companies that exploit human addictions.
Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.
Event Description: Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 30 years. Acquired by Atria in 2018, they continue to champion the independent approach today. Orion’s Tim Holland, Chief Investment Officer will be giving a Market Outlook on the Cadaret Grant panel.
Event Description: President Biden’s “Build Back Better” program includes three key elements – each with significant changes to the current tax policy. Some parts of the program have already been enacted, while others are still in the proposal phase. Join Daniel Clifton, Partner, and Head of Policy Research for Strategas Securities, and Tim Holland, Chief Investment Officer of Orion, for a live discussion about Biden’s new tax policy. Clifton, a top-ranked Washington analyst in the Tax and Accounting Policy category, will provide increased insight into the changes ahead, including how similar tax policies have historically impacted the economy and the markets.On Demand
Event Description: With rapid changes in the economy and markets, many investors expect that their portfolios should also adjust. After years of passive investment approaches leading the way, the markets recently shifted in favor of more active and more dynamic investment management strategies to take advantage of those changes. This month we bring you a strategist pairing and sample portfolio recipes that can help investors adapt as the world quickly changes.