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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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.

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1-12 of 42 results
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.

Seasons of the Market commentary paper

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Affinity Investment Advisors
AMI Asset Management
Buckingham Logo

Buckingham Strategic Partners is a TAMP and model portfolio strategist headquartered out of St. Louis, MO and has been serving financial advisors for approximately 30 years. Working with Orion Portfolio Solutions since 2016, Buckingham is excited to offer seven target risk, multi-asset portfolios constructed with Buckingham’s own family of mutual funds, the SA Funds. What makes Buckingham’s strategies unique is their commitment to Evidence Driven Investing, an approach backed by 80 years of economic data on the efficiency of capital markets, the benefits of diversification, and the impact of investor behavior on investment success.

Additionally the SA Funds are mostly sub-advised by Dimensional Funds Advisors, pioneers in applying academic research to asset management. Buckingham’s SA Fund portfolios, powered by Evidence Driven Investing, provides investors with diversified exposure to asset classes worldwide, captures specific dimensions of risk within each asset class, and seeks to enhance returns through prudent trading and cost management.  Finally, Buckingham is dedicated to helping advisors access practice management expertise designed to help advisors be more productive in running their business while also delivering better outcomes for end clients.

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1009-OPS-4/24/2024

Crawford Investment Counsel
Recent Resources

Market Insights From Rusty's Team

Hiker Looking Over Green Hills
Blogs
01.18.24

Why Real Asset Investment? The Case for an Allocation to Real Assets

Read Story
Two Women Working at a Table
Blogs
01.09.24

The Duration Barbell: Adding Gains to Your Fixed Income Portfolio

Read Story
Hiker Looking Out Over Clouds
Blogs
12.18.23

Why International? The Case for International Diversification

Read Story

Don’t Miss Anything

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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.