Meet Orion's Chief Investment Officer

Rusty Vanneman
CFA, CMT, BFA

Rusty

Rusty Vanneman serves as the Chief Investment Officer for Orion Wealth Management.

An industry veteran with more than 30 years of investment experience, Rusty is leading Orion’s Portfolio Management and Investment Research Teams and overseeing all investment operations at Orion, including investment philosophy, process, and personnel. Rusty chairs both Orion’s Investment Committee and Asset Allocation Committee.  

Rusty also creates relevant market-and platform-related content that supports deeper, more engaging conversations with advisors and investors, educating key internal and external audiences on Orion Portfolio Solutions’ strategies and resources to help deliver favorable investor outcomes, and helps identify new investment offerings to meet growing marketplace demand.

Rusty is a host of Orion’s The Weighing Machine and Weighing the Risks podcasts and authored the book “Higher Calling: A Guide to Helping Investors Achieve Their Goals.” Rusty has also managed multiple mutual funds and hedge funds during his career and was named one of the Top 10 Portfolio Managers to Watch by Money Management Executive in 2017. 

Previously, Rusty was the President and Chief Investment Officer of CLS Investments. Before joining Orion in 2012, Rusty served as the Chief Investment Officer and Managing Director for a multi-billion RIA in the greater Boston area. His 11-year tenure at the RIA included a five-year span when the firm was owned by E*TRADE Financial where he also served as the Senior Market Strategist for E*TRADE Capital. Prior, Rusty was a Senior Analyst at Fidelity Management and Research in Boston. 

Rusty received his Bachelor of Science in Management from Babson College in Wellesley, Massachusetts where he graduated with high distinction. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. He is also a Chartered Technician® (CMT) and is a member of the Market Technician’s Association (MTA). Rusty is also a Behavioral Finance Advisor (BFA). 

Guiding Investors to Their Goals

Mind on the Market

The Weekly Wire

Start every week off right with market perspectives and prose penned by Rusty, plus more resources designed to make client conversations a breeze.

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Weekly Wire

The Weighing Machine

Cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals with Rusty’s weekly podcast featuring commentary by Orion’s investment team and a special guest to discuss market headlines.

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The Weighing Machine

Weighing the Risks

Tune into this monthly podcast where Rusty considers various market scenarios to help you prepare for the certainty of uncertainty.

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Weighing The Risk

Monthly Commentary

Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team.

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Monthly Commentary

What's Hot on OPS

Join our monthly webinar to see what happened in the market, the strategist firms and models that performed best, and the total average performance by mandate type and strategist classification.

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OPS Webinar
Even More to Explore

Your Financial Advisor Success Hub

Get even more resources you can use to deliver value to your clients.

Chart Pack

The OPS Chart Pack reviews composite relative valuations from the last 20 years and what they might mean for investors.
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Reference Guide

A quarterly guide to help advisors and investors learn more about Orion Portfolio Solutions, understand the value of professional money management, navigate the markets, and more.
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Brinker Capital Stock Market Barometer

The Brinker Capital Stock Market Barometer is our monthly assessment of different factors that impact market performance.
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Case Eichenberger
Rusty’s Trusted Team

Meet Case Eichenberger, CIMA

Case Eichenberger is Head of Investment Strategy at Brinker Capital Investments, a brand entity of Orion. In this role, he communicates the firm’s investment philosophy with advisors and clients both remotely and in person. Case joined Orion in 2007 and held various positions at CLS Investments (which has since rebranded to Brinker Capital Investments) including relationship representative and internal wholesaler. In 2015, he accepted the role of client portfolio manager and was promoted to senior client portfolio manager in 2018.

Case received his Bachelor of Science degree in Business Administration from Midland University. He holds the FINRA Series 65 license and Certified Investment Management Analyst (CIMA) designation. During the accreditation process, he attended the Wharton School of Business at the University of Pennsylvania.

Case is a member of Greater Omaha Young Professionals and a volunteer for Habitat for Humanity.

Ben Vaske
Rusty's Trusted Team

Meet Ben Vaske

Ben Vaske serves as an Investment Strategist at Orion. Ben helps to research and analyze the current strategies for Orion’s wealth management offerings, as well as help to identify new investment offerings to meet marketplace demand. Ben also produces relevant content about Orion and financial markets to help educate and inform internal and external Orion audiences.

Ben received his Bachelor of Science in Business Administration from the University of Nebraska – Lincoln with emphases in both finance and accounting. Ben received his Master of Business Administration (MBA) from Creighton University in Omaha, Nebraska. Prior to Orion, Ben worked on the Finance team at Blue Cross Blue Shield of Nebraska.

Ben is a CFA level II candidate and holds the Behavioral Financial Advisor (BFA) designation as well as the Digital Assets Council of Financial Professionals (DACFP) designation.

Portfolio Recipe
Free Resource: Webinar

Portfolio Recipes

Join Chief Investment Officer and Portfolio Master “Chef” Rusty Vanneman, CFA, CMT, BFA, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals. This webinar is the perfect pairing to the OPS Cookbook.

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Explore More from Our Partners

Strategists Spotlight

Dive deeper with additional insights from Orion’s strategist partners to help you communicate with clients and stay informed.

3 EDGE Asset Management Logo

Helping You Grow AND Preserve Your Client’s Hard-Earned Wealth

At 3EDGE, our aim is to help investors successfully navigate both up and down markets. We know that over the long-term, investors can come out ahead by not only making positive returns in up markets but also by losing less in down markets.

  • Our multi-asset strategies act as tactical diversifiers, seeking to generate attractive risk-adjusted returns over full market cycles, with particular attention to managing volatility and portfolio drawdowns.
  • With the recent market euphoria, investors may forget that 2022 was a decidedly negative year for stocks and bonds.
  • At times like this, it is helpful to zoom away from short-term performance and look at performance over time.
  • Learn how 3EDGE strategies have helped deliver on their value proposition to provide a steady and consistent return stream with much less volatility, helping advisors smooth the ride for clients.

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Main Management Logo

Main Management's investment strategies offer investors a dual approach to optimizing returns and managing risk. Our Active strategy capitalizes on the efficiency of sectors over single stocks, employing a disciplined process to identify undervalued market sectors trading below historical averages. With a keen understanding of mean reversion dynamics, we strategically adjust sector allocations relative to the S&P 500, maximizing potential returns.

Complementing this, our BuyWrite strategy aims to deliver high single-digit to low double-digit returns in favorable markets, while providing protection during downturns. We achieve this by leveraging fundamental mean reversion analysis to select a portfolio of global ETFs and employing a covered call writing strategy to mitigate volatility while paying out approx. 50bps income a month.

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PIMCO Logo

While starting yields across most fixed income sectors are now at their highest levels in over a decade, ongoing uncertainty about the path forward for the Fed and a potential economic recession have left many investors hesitant about their next move in the bond markets. PIMCO’s Fixed Income ETF Models, which are actively managed based on the firm’s forward-looking views, were specifically designed to help advisors address common client objectives in the current market environment. Click here to learn more about the Capital Preservation Model and Enhanced Core Model (available in Taxable and Tax-Aware versions) and the variety of ways that they may help you address clients’ needs.   

PIMCO Model Portfolios – Fixed Income ETF Brochure Q1 2023 

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Russell Investments Logo

Tax-Managed Model Strategies – Russell Investments’ 20-Year Achievement

Unveil the potential of active tax-managed investing with Russell Investments' Tax-Managed Model Strategies. Over the span of two decades, we have pioneered the art of optimizing investment outcomes while strategically minimizing tax burdens.

What Distinguishes Russell Investments?

  • 100% Tax-Aware: We strive to maximize after-tax returns by employing a year-round active tax-managed investment approach.
  • Compelling 20-Year Track Record: Since their inception in 2003, our model strategies have consistently delivered superior tax efficiency.
  • A Comprehensive Toolkit of Resources: As vanguards of innovation in tax-managed investing, we equip advisors and investors with an extensive array of resources and tools, enriching their comprehension of the tax implications within investments.

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Single-Ticker Strategies Logo

About Single-Ticker Strategies

Single-ticker strategies are a group of tactical and alternative managers that can be accessed within our UMA portfolios.  In most cases, these specific investment strategies from these firms are unavailable to investors except in this form.

Orion Portfolio Solutions has reviewed thousands of available strategies and narrowed the list to these specific options to fulfill the mandate requirements of the platform. Our Investment Strategy Research group will manage ongoing monitoring of these investment offerings for their inclusion as strategies for the platform.

SMA Strategist Group Logo

About SMA Strategist Group

These actively managed SMA model portfolios replicate an underlying investment strategy across an array of unique styles and asset classes. From concentrated growth to alternative investments, the collection of institutional asset managers – vetted and selected by Orion’s Investment Due Diligence Team – provide access to diversified options for advisors and their clients.

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Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments 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.

At certain places on our website we offer direct access or 'links' to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Orion Portfolio Solutions, LLC (Orion Portfolio Solutions). Orion Portfolio Solutions does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with their finance professional. Orion Portfolio Solutions does not necessarily endorse or recommend any product or service described at these websites.

Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.