Modern Fixed Income for Today’s Advisor
Give clients access to professionally constructed bond portfolios with the flexibility to tailor around their goals.
Why Advisors Are Rethinking Fixed Income
Fixed income personalization has lagged. That changes now.
Advisors have delivered tailored equity portfolios for years. Clients now expect the same level of personalization across the entire allocation, including bonds. Orion Fixed Income brings that capability within reach, combining technology, specialist-built portfolios, and day-to-day oversight to help advisors deliver more intentional outcomes.
Institutional Access for Everyday Investors
Professional portfolios, built for client-level needs.
Orion’s fixed income team constructs the portfolios. Advisors define the parameters that matter most to each client, from duration and credit posture to income preferences and constraints. This structure gives advisors access to institutional-level design and a practical way to tailor fixed income to the financial plan.
Built to Support Real Advisor Workflows
Technology that helps you focus on clients.
Individual bonds — not packaged products
Tailored risk, cash flow, and tax considerations
Trading and monitoring supported through Orion
Collaborative access to portfolio managers when needed
Oversight designed for operational consistency
Why It Matters for Your Firm
A meaningful way to differentiate.
Fixed income customization helps advisors demonstrate deeper planning, respond to rising client expectations, and strengthen their value in a competitive market. By pairing our portfolios with your client insight, you deliver a more thoughtful, more personal fixed income experience, without adding operational lift.