About Single-Ticker Strategies
Single-ticker strategies are a group of tactical and alternative managers that can be accessed within our UMA portfolios. In most cases, these specific investment strategies from these firms are unavailable to investors except in this form.
Orion Portfolio Solutions has reviewed thousands of available strategies and narrowed the list to these specific options to fulfill the mandate requirements of the platform. Our Investment Strategy Research group will manage ongoing monitoring of these investment offerings for their inclusion as strategies for the platform.