At Orion, we believe every strategy should earn its place in your portfolio.

 

That’s why our Investment Due Diligence Team applies a rigorous, institutional-caliber process to evaluate the strategist models available through Orion Portfolio Solutions.

Our multi-faceted approach combines robust quantitative analysis with deep qualitative insight. With a universe of more than 600 strategies spanning model portfolios, SMAs, mutual funds, ETFs, and limited partnerships, our generalist team ensures every product is thoroughly vetted — whether from boutique firms or industry giants.

Three Levels of Research Status on OPS Global

Advisor

Select

A focused subset of Curated strategies that achieve the highest marks across qualitative and quantitative factors. Select List strategies are published semi-annually.

Curated

Strategies evaluated through an in-depth process, including due diligence questionnaires, onsite visits every 12–18 months, scorecard reviews, and approval by Orion’s Investment Due Diligence Committee. Each Curated strategist is also profiled in a Guiding Star Report.

Approved

Strategies that pass our initial quantitative review, annual questionnaire updates, and ongoing monitoring.

Strategies may also be added to a Watch List if issues arise that warrant concern — based on either performance, qualitative observations, or both. The Select and Watch Lists are updated twice per year: mid-year and year-end.

Core Tenets

Advisors

Balanced Insight

Comprehensive manager due diligence is a combination of art and science and requires a balance of quantitative and qualitative insights.

Disciplined Discovery

We believe active managers that create value exist and can be identified, but finding the right investment managers requires experience and must follow a disciplined due diligence process.

Institutional Grade

Orion’s Due Diligence team utilizes a thorough and time-tested approach to identifying institutional grade investment offerings from which financial advisors can build custom portfolios for clients.

Time Back to Advisors

Time is an advisor’s most precious commodity and since financial advisors don’t have the time to evaluate an ever-expanding universe of investment products, they depend on our experience and resources.

About Our Investment Due Diligence Team

Seven Analysts

Seven experienced and credentialed due diligence analysts.

Nine Years Experience

Nine years of investment experience on average.

CFA Charter

Four team members hold the CFA charter.

CFA Candidates

Two team members are currently CFA candidates.

Research You Can Rely On

Save time and deliver value with curated, continuously monitored investment solutions backed by rigorous due diligence.

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Wealth management services provided by Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor; Orion OCIO services provided by TownSquare Capital, LLC ("TSC"), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.