It’s said that the only certainties in life are death and taxes, but it might be time to add a third item to the list: Orion taking home a trophy at the annual WealthManagement.com Industry Awards. 

This year, both CLS Investments and Orion Portfolio Solutions came out on top. Here are the details of our wins—and what they mean for your advisory firm.

Customized Portfolios for Every Investor with Direct Indexing from CLS Investments

CLS Investments took home the award for ETF Strategists for its work in creating and delivering direct indexing solutions for advisors.

While direct indexing has typically been reserved only for high net worth portfolios, we’ve opened up a new kind of active asset allocation strategies to advisory firms across the country. 

By creating our own set of direct indexing models, any advisor who outsources their portfolio management to CLS can enhance portfolio customization according to each client’s target index, and also take advantage of daily tax-loss harvesting opportunities. 

In a market environment as volatile as 2020 has been, the value in enhancing after-tax returns for investors can’t be understated.

In addition, our direct indexing models allow for greater customization by investor personality, such as preferences for ESG investing principles. It’s a concern shared by both high net worth investors and younger investors—87% of high net worth millennials think a company’s ESG record is important when they’re considering investing. Through a CLS direct indexing model, those concerns can be easily accommodated for each client.  

As traditional investment management becomes commoditized and advisors look for new ways to differentiate themselves, direct indexing offers a way to stand out in a crowded financial advice market. We provide an affordable and personalized way to deliver substantial benefits through portfolios uniquely designed for each client’s needs.

Find out more about how CLS Investments can help you set your firm apart. Click here!

Orion Portfolio Solutions Enhances the TAMP Experience

Our second award win came from Orion Portfolios Solutions in the TAMP category.

As a turnkey asset management program, Orion Portfolio Solutions helps financial advisors build strong, profitable businesses by allowing them to focus on relationships and not just money management.

And as a tech-first TAMP, we provide those benefits through technology that allows easy access to all of its investment options, as well as product support, in a single platform.

This year, we’ve made important advancements to its technology platform to streamline the process even further for advisors. Through an all-new advisor portal, we can deliver everything a firm needs to support the complete prospect-to-client journey.

The new portal connects investment management tools, a proposal system, account opening wizard, reporting, and even a dedicated financial planning solution into a single platform. Whatever an advisor needs to do when serving their clients, they can accomplish through our advisor portal.

Check out everything you need to know about what’s new on the Orion Portfolio Solutions platform here. 

The Next Evolution in Portfolio Management

The third and final award went to Orion Portfolio Solutions, this time for its own direct indexing offering, in the Separate Accounts category.

As was the case with the win for CLS Investments, the Orion Portfolio Solutions’ direct indexing models offer advisors a way to mass customize tax-managed index replication strategies to their clients. 

Earlier we mentioned that direct indexing accommodates ESG preferences, and it also accommodates client market exposure preferences, as well as the ability to easily hold legacy assets in an account, while still managing the rest of the assets in an account according to a particular model. 

Direct indexing is offered through SMA optimization technology called ASTRO, which gives advisors everywhere a much more affordable way to incorporate SMA portfolios and direct indexing into their practice than has traditionally been available through other providers.

Learn more about the Orion Portfolio Solutions’ suite of direct-indexing portfolios here!

Expect More Innovation Ahead

Our entire team is excited and thankful to win these awards, and we can promise the innovation won’t end here. Our advisors inspire us each day to provide new and better solutions to empower their practices with the technology they need to scale their business and serve their clients. 

For more information about how Orion can support your business by giving you all the tools you need to effectively service clients, click here to schedule your personal demo.

 

Orion Portfolio Solutions (“OPS”) was selected as a winner for WealthManagement.com’s 2020 Industry Awards in the categories of Asset Managers- Separate Accounts, and TAMPs. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com IndustryAwards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of fifteen industry professionals. Winners of the award for each category were announced September 10, 2020. WealthManagement.com is not affiliated with OPS. Ratings and awards may not be representative of any one client’s experience and are not indicative of OPS’s future performance.

CLS Investments, LLC (“CLS”) was selected as a winner for WealthManagement.com’s 2020 Industry Awards in the category of Asset Managers- ETF Strategist. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com Industry Awards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of fifteen industry professionals. Winners of the award for each category were announced September 10, 2020. WealthManagement.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

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