Strengthen Your Team with Ours

Leverage a team of experienced specialists to increase operational efficiency, lower costs, and deliver a best-in-class client experience.

Get More Out of Your Trade Desk
Outsourced, Full-Service Trading

Grow Your Firm Faster

Get a full-service trading desk that includes execution of our preferred manager strategies or your own custom and/or outside money manager models.

Simplify Trade Operations

Complex, multi-custodial trades can be streamlined to be cleared through a single provider.

Reduce Costs

Save money when you leverage our scale to participate in bundled costs.

Empower Your Team

Access an entire team of trade experts at a fraction of the cost of hiring an in-house team.
Orion Advisor walking on laptop
Free Resource: Whitepaper

Turn Outsourcing into a Competitive Advantage

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: 

  • Enhance growth
  • Provide customization
  • Differentiate your firm
  • Find more time
Orion Custom Indexing
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution.

Focus on Your Clients.
We’ll Handle the Trading.

Optimize your trade desk services and streamline your business.


Get Started

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OCIO services offered through TownSquare Capital, LLC, an Orion company, 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.