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Balancing Flexibility and Oversight

In a Volatile Market, Confidence Comes from Process

Due Diligence for Firm Platforms

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What You'll Learn:

When markets feel unstable, confidence in your platform matters more than ever. In this on-demand session, Orion’s Chris Hart and Mili Rosen, CFA, unpack how our institutional-grade due diligence helps broker-dealers:

  • Reinforce advisor flexibility with access to high-conviction, third-party strategies

  • Maintain control and oversight without adding complexity or overhead

  • Save time and elevate quality with a research team dedicated to ongoing monitoring and rigorous approvals

  • Equip your compliance teams with documentation and rationale behind every strategy decision

This video covers each stage of Orion’s due diligence process, including:

✅ Idea generation and platform needs assessment
✅ Quantitative and qualitative research, including manager scorecards
✅ Committee-driven strategy approval
✅ Ongoing monitoring and performance review using Orion’s proprietary 5-star framework

Let’s Talk Due Diligence

Ready to Build a More Confident Platform?

If your advisors are facing tougher client conversations in today’s market, now’s the time to ensure every strategy on your platform earns its place. Fill out the form and a member of our team will connect with you to explore how Orion’s research can support your firm.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.