¹Source: Proprietary Orion data, as of 7/28/2023.
²Source: Direct Indexing Growth Projected to Outpace ETFs, Mutual Funds, and Separate Accounts Over Next Five Years, According to Cerulli, Cerulli, 2021.
³Source: WealthManagement.com Announces Finalists for the 2023 Industry Awards, WealthManagement.com, 2023.
⁴Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.
⁵Source: T3 Inside Information Software Survey, 2023. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Custom Indexing is also offered through Orion Advisor Technology, LLC (OAT) in a sub-advised arrangement.
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.
Compliance Code:
2 3 5 3, Orion Portfolio Solutions, August 25, 2023
2353-OPS-8/25/2023