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 back valuable time — while retaining the relationships that matter most.

Orion OCIO offers scalable access to custom indexing, CFAs, tax optimization, and market strategy — helping firms differentiate, stay efficient, and focus where it counts.

What Does Orion's Support Look Like?

Rob Beck

Orion OCIO helps us simplify complexities for our clients.

— Rob Beck, Wealth Management CPAs

Rob’s team doesn’t need to learn how to use Orion’s technology — Orion OCIO handles it for them. That lets Rob and his staff focus on client relationships, strategic planning, and growing the business.

Blake Street

Partnering with Orion OCIO freed up at least 10–12 hours a week for me.

— Blake Street, Warren Street Wealth Advisors

Working with Orion OCIO means Blake's processes are stronger and his team feels supported. He sees outsourcing key tasks as not just managing risk but rather positioning his firm for sustainable growth.

Partially Outsourced Model

What Could You Do With
More Time?

Learn how you can use OCIO support to refocus your time, scale your firm, and stay connected to what matters most — your clients.

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

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

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Orion has not compensated Rob Beck from Wealth Management CPAs or Blake Street from Warren Street Wealth Advisors specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Rob Beck or Blake Street for the supplied statements.

Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. TownSquare Capital, LLC does not render tax, accounting, or legal advice.

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.