RIA

Advisor-Managed
Business Model

Your vision. Your process.
Your platform.

The Advisor-Managed Model is for those who want full visibility into every aspect of portfolio management, from research and due diligence to client comms.

With Orion’s integrated tech stack, advisors can run lean without sacrificing oversight, scale their firms efficiently, and keep client experience front and center.

You want full control — and the right tech to make it work at scale.

I Want to Lead
OCIO

Partially Outsourced
Business Model

Outsource the work. 
Keep the relationships.

The Partially Outsourced Model is ideal for RIAs ready to grow but not looking to build a large internal team.

By outsourcing portfolio construction, research, and rebalancing, advisors gain scalability and get back valuable time — while retaining the relationships that matter most.

You’re ready to grow — without adding overhead or losing your edge.

I Want to Scale
TAMP

Fully Outsourced
Business Model

Do less.
Achieve more.

The Fully Outsourced Model is for advisors with big growth ambitions — built to deliver scale, speed, and simplicity, letting them focus their time on higher-value activities.

Orion’s TAMP takes care of everything from billing and compliance to research and portfolio construction — all within a seamlessly integrated platform.

You need more time for clients — and a platform that runs the rest.

Reclaim My Time

For financial professional use only. Not intended for public distribution.

Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor.

OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of OPS.

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.