Through 2022, our advisors have grown their firm at
an average rate of 63% after partnering with us.¹
of Orion’s OCIO advisors have
more than 75% of their firm’s AUM with us.¹
Hours saved per high-net-worth account,
per year, with Orion Custom Indexing.¹
Nominated for Best Technology Provider, Direct Indexing
by the Wealthies,² we offer the only direct indexing solution
that gives you proposal generation, trading, and reporting all in one tool.
of OCIO clients don’t have to learn or use
our technology — they trust us to do it for them.¹
Help Clients Achieve Better Returns
The OCIO Portfolio Audit
The goal of every investor is to create a more efficient portfolio that maximizes returns while taking the least amount of risk possible. But many investors aren’t familiar with the details of what’s going on in their portfolio — do you really know the answers to their biggest questions?
The OCIO Portfolio Audit is designed to analyze their current portfolio and identify exactly what problems and potential opportunities exist, including analyzing asset allocation and diversification, portfolio structure and efficiency, portfolio risk, expenses, tax efficiency, and performance.
Advisors facing today’s competitive landscape, as well as increasing client expectations, can’t afford to shoulder the operational burden of investment management.
In this whitepaper, we’ll show you how outsourcing investment management empowers you to focus on delivering exceptional client service while meeting the highly personalized needs of today’s investors. You’ll learn how you can:
¹Source: Proprietary Orion data, as of 7/28/2023. ²Source: WealthManagement.com Announces Finalists for the 2023 Industry Awards, WealthManagement.com, 2023.
OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC 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.
2 3 5 5, Town Square Capitial, August 25, 2023