Communities Corner

Find out about the newest investment strategists to join Orion Communities, our robust investment model marketplace, and gain valuable market insights.


Meet New Strategists

Meet the latest investment strategists to join Communities. Learn their history, core competencies, investment philosophy, and how they can add value.

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Strategist Spotlight

  • Since 1987, our investment disciplines have sought to help investors limit downside risk and grow their wealth. Through the years, we have remained committed to our truly tactical, rules-based investment process. Using decades of strategic research and our rules-based disciplines, we provide solutions that can complement investment portfolios, and strive to help advisors and their clients meet their investment goals.  
  • Our outcomes are delivered by discipline.
    • Each holding has its own Trailing Stop under it, and our investment team reviews every holding, every day.
    • When we Sell, the sale is based on each individual position, not the overall asset class.  
  • All our Ocean Park Models have two investment objectives: to provide long-term total return and to limit volatility and downside risk.   
  • Four Ocean Park Models are available on the Orion platform: Ocean Park Balanced Risk Model, Ocean Park Tactical Bond Model, Ocean Park Diversified Municipal Bond Model, and the Ocean Park Tactical Allocation Model.

Strategists to Watch

Keep an eye on new models and the latest offerings from strategists you’ll find on Orion Communities.

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Orion Communities is an Orion Technology product. OPS is also a strategist available through Orion Communities.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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.

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.

Compliance Code: 2 9 3 9 Orion Portfolio Solutions, October 26, 2023