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SEE A SAMPLE Portfolio Audit

The portfolio audit that turns into new business

See what advisors use to uncover opportunities and win new business.

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Available to registered investment advisers only.

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The Proof
82%

of surveyed OCIO clients said their new HNW business win rate was 50%–100% after using the free Portfolio Audit.2

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Why It Works

One free* audit. Real business results.

Every audit is built by our investment team and handed back to you — ready to use in your very next client conversation.

Win bigger cases, faster

Show prospects exactly what's wrong with their current portfolio — allocation gaps, hidden fees, unnecessary risk — and give them a reason to move today.

82% saw a 50%–100% HNW win rate using the audit²

Surface fees clients didn't know about

The audit uncovers hidden costs and inefficient structure, so you can show clients exactly how much they're leaving on the table — and what you'd do differently.

92% said prospects responded positively to the audit²

Grow AUM without adding headcount

Our team runs the full analysis — allocation, structure, risk, expenses, and fixed income quality — so you spend your time on the client, not the spreadsheet.

67% average 5-year firm growth for OCIO partner teams¹
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What Our Clients Are Saying

"I've picked up several multi-million dollar cases in the last year that I would not have if it had not been for Orion OCIO's help. The portfolio audit is money!"

Jon Vogel

Co-Founder, RetireWise Tax and Wealth Advisors, Inc.

"I've been able to lower my clients' management fees and win more business through the Portfolio Audit."

Morgan Lemaitre

Park City Wealth Advisors

"Clients that see the audit results have a new appreciation for the fees that they pay and the importance of portfolio construction that truly diversifies a client, and exposes the weaknesses of comingling assets and holding excessive numbers of positions."

David Harris

President, HA Wealth Advisors

67%
Avg. 5-year firm growth for OCIO partner teams¹
82%
Said HNW win rate was 50%–100% using the free audit²
47%
Said HNW win rate was 75%–100% using the free audit²
92%
Said prospects responded positively to the audit²
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What You'll See

Get a look at a real Portfolio Audit

Preview a real, de-identified OCIO Portfolio Audit — the same analysis your clients and prospects will see — before you request one of your own.

  • A real, de-identified sample audit — allocation, risk, and fee breakdown included
  • The exact format your clients and prospects will see
  • A clear next step to request your own client's audit when you're ready
See the Sample
Takes less than a minute.

No commitment required — request your own client's audit whenever you're ready.

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© 2026 Orion Advisor Solutions. All rights reserved.

*Free One-Time Portfolio Audit

¹Source: Proprietary Orion data, as of 6/18/2024.

²Source: TechValidate survey of 34–44 Orion OCIO clients, Aug. 2024. 

For financial  professional use only. Not intended for public distribution.

Orion has not compensated Jon Vogel from RetireWise Tax and Wealth Advisors, Inc., Morgan Lemaitre from Park City Wealth Advisors, or David Harris from HA Wealth Advisors specifically or directly for this testimonial, but they could from time to time receive gifts or entertainment as part of our normal business relationship, or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Jon, Morgan, or David for the supplied statements.

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.

2453-R-26236
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Free One-Time Portfolio Audit

The OCIO Portfolio Audit

Attract business. Help clients achieve better returns. Win/win.

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What’s 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 a free, comprehensive analysis of a current client portfolio. Designed by our experienced team, this valuable and fully-confidential tool identifies exactly what problems and potential opportunities exist, including:

  • Asset Allocation and Diversification: Is your portfolio properly allocated and diversified?
  • Portfolio Structure and Efficiency: Is your portfolio structured efficiently and avoids unnecessary expenses?
  • Portfolio Risk: Are you taking on the right amount of risk for your goals?
  • Expenses: Are you aware of all the hidden costs in your portfolio?
  • Fixed Income Quality, Maturity, and Risk: Are you taking on unnecessary risk with your fixed income investments?

Sign up for your audit today to win business, help clients and prospects make better investment decisions, and ultimately aim to achieve better returns.

 

67%

The average rate of firm growth our clients have seen since partnering with us.¹

82%

of surveyed clients said their HNW new business win rate was between 50% and 100% when using the Portfolio Audit.2

Testimonials

What Our Clients Are Saying

I've picked up several multi-million dollar cases in the last year that I would not have if it had not been for Orion OCIO's help. The portfolio audit is money!2

— Jon Vogel, RetireWise Tax and Wealth Advisors

I've been able to lower my clients' management fees and win more business through the Portfolio Audit.2

— Morgan Lemaitre, Park City Wealth Advisors

Clients that see the audit results have a new appreciation for the fees that they pay and the importance of portfolio construction that truly diversifies a client, and exposes the weaknesses of comingling assets and holding excessive numbers of positions.2

— David Harris, HA Wealth Advisors

Grow Your Firm Faster

Contact us today to get your free audit and finally harness the horsepower and team to win more — and bigger — business, faster.

Get Your Audit

1Source: Proprietary Orion data, as of 6/18/2024.

2Source: Orion customer survey, 8/8/2024.

 

 

Orion has not compensated Jon Vogel from RetireWise Tax and Wealth Advisors, Morgan Lemaitre from Park City Wealth Advisors, or David Harris from HA Wealth Advisors specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Jon, Morgan, or David for the supplied statements.

OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor. For financial and professional use only. Not intended for public distribution.

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. This website is intended for investment professionals only. It is not intended for use by private investors.