Communities Corner

Find out about the newest investment strategists to join Orion Communities, our robust investment model marketplace, and gain valuable market insights.


Meet New Strategists

Meet the latest investment strategists to join Communities. Learn their history, core competencies, investment philosophy, and how they can add value.

Schafer Cullen

Strategist Spotlight

Each month we shine a spotlight on an investment strategist. There’s no better time to find out what’s new from these strategists.

Schafer Cullen Capital Management is a boutique asset manager focused on disciplined value investing for the long-term. Their proven investment approach revolves around building high conviction portfolios comprised of companies with low P/E, attractive dividend yields and sustainable dividend growth.  

Every portfolio Schafer Cullen manages owns stocks that they believe are undervalued and have above-average capital appreciation potential. Their investment team screens each investible universe and performs fundamental research on long-term earnings and dividend growth potential. The resulting investments owned by each strategy are concentrated in nature and held on a long-term basis. 

Learn more about Schafer Cullen and read their latest thoughts on market conditions in their materials below. 


Strategists to Watch

Keep an eye on new models and the latest offerings from strategists you’ll find on Orion Communities.

Rusty Vanneman
New This Month

Portfolio Recipes

Join Orion’s Chief Investment Officer, Rusty Vanneman, CFA, CMT, BFA for this monthly webinar event that brings together selected investment strategists to create customized model portfolios to satisfy your clients’ unique needs. 

Each month, Rusty will introduce you to a fresh pair of strategists and explore the value each strategist brings to the table, how their firms play a role on the Orion platform, and how they complement each other in your portfolios. 

We understand how important it is for you to meet your clients’ investment goals, which is why Portfolio Recipes is here to help you put together the right recipe. 

This Month's Portfolio Recipe:

Treading Carefully in 2023:  Balancing Defense and Offense Portfolio Recipe 

Thursday, May 25, 2023 

2:00 pm CT 

Connect with Leading
Investment Strategists

Learn how to transform your investment management process with third-party strategists.

Orion Communities is an Orion Technology product. OPS is also a strategist available through Orion Communities.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit

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