As advisors look for ways to differentiate themselves, the practice of outsourcing investment management has been a growing trend in the industry. According to a 2022 Northern Trust survey, 95% of firms who outsource were satisfied or very satisfied with their outsourced solutions.1

And there are good reasons for these results. Outsourcing has become a surefire way for firms to carve out more time for advisors to focus on clients and by doing so, to grow and elevate their business.

For financial advisors who have traditionally positioned their value in the management of investment portfolios for their clients, the shift to outsourcing that work can be freeing.

But the benefits of outsourced investment management extend far beyond added time back into the day. A reputable outsourcing partner provides deep manager research and investment due diligence as a key component of their services, enhancing and informing decisions as well as helping to ensure regulatory compliance.

Download our latest whitepaper to learn how outsourcing manager due diligence enables you to:

  • Save money
  • Leverage a team of due diligence specialists
  • Access a wider universe of investment managers
  • Gain time back 

1Source: ThinkAdvisor, More RIAs Outsourcing Investment Management: Survey, September 2022

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.



Compliance Code: 2 0 2 8, Orion Portfolio Solutions, August 2, 2023