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Third-Party Strategists
Easily find, pair, and manage client investments with our carefully vetted and monitored list of third-party strategists.
Redwood Investment Management
![Redwood Investment Management logo](/sites/default/files/image/2024-07/redwood-strategist-tile-logo_1.png)
Redwood Investment Management brings innovative investment processes and techniques historically only available for large institutions and ultra-high net worth individuals to ALL individual investors via its RiskFirst® solutions. RiskFirst® solutions are built on the belief that by managing Risk First, investment success will follow. Redwood partners with financial advisors to deliver these innovative, RiskFirst® investment solutions through Redwood mutual funds, LeaderShares® ETFs, and Engineered Risk-Budgeted Model portfolios. Redwood is a dedicated investment ally for financial advisors seeking to achieve better outcomes for individual investors.
Platform
Orion Communities
Investment Type
Equity SMA
Compliance Code: 1 6 8 8, Orion Advisor Tech, July 5, 2024
1668-OAT-7/5/2024
River Road
![River Road](/sites/default/files/image/2024-04/river_road_logo_for_tile.png)
River Road is a boutique institutional asset management firm located in Louisville, KY who employs a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long term, with an emphasis on minimizing downside portfolio risk.
Overall Guiding Star Rating: ⭐⭐⭐⭐⭐
Platforms: OPS and Brinker
Platform
Brinker Capital
OPS (Orion Portfolio Solutions)
Investment Type
Fixed Income SMA
Investment Mandate
Active
Guiding Star Research is available
Compliance Code: 0 8 6 6, Orion Portfolio Solutions, April 9, 2024
0866-OPS-4/9/2024
Russell Investments
![Russell Investments Logo](/sites/default/files/image/2023-04/Russell.png)
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.
- Tax-Managed Model Strategies eKit
- Tax Resource Center
Platform
Orion Communities
OPS (Orion Portfolio Solutions)
Investment Type
Mutual Fund
Investment Mandate
Active
Guiding Star Research is available
Schwab Asset Management
![Schwab Asset Management](/sites/default/files/image/2024-05/schwab-sam-cmyk_1.png)
As one of the industry’s largest and most experienced asset managers, Schwab Asset Management® offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account (SMAs) strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.
Platform
OPS (Orion Portfolio Solutions)
Investment Type
ETF
Investment Mandate
Active
Beta
Guiding Star Research is available
Compliance Code: 0 9 4 7, Orion Portfolio Solutions, April 18, 2024
0947-OPS-4/18/2024
Segall Bryant & Hamill Asset Management (SBH)
![Segall Bryant & Hamill Logo](/sites/default/files/image/2024-07/segall_bryant_hamill_asset_management_sbh_logo.png)
SBH is based in Chicago with offices in Denver, St. Louis, Philadelphia, and New York. The firm serves the diverse needs of institutions and intermediaries, including brokerage firms, banks, TAMPS, and advisors. It does so through a robust offering of fixed income and domestic, international, and global equity strategies.
Platform
Brinker Capital
Orion Communities
Investment Type
Fixed Income SMA
Proprietary Investments
Core Select
Wealth Advisory
Compliance Code: 1 8 7 6, Brinker Capital Investments, July 30, 2021
1876-BCI-7/30/2024
State Street Global Advisors
![State Street Advisors Logo](/sites/default/files/image/2023-04/State_Street.png)
Platform
Orion Communities
OPS (Orion Portfolio Solutions)
Investment Type
ETF
Investment Mandate
Beta
Proprietary Investments
Destinations
Guiding Star Research is available
Strategas Asset Management
![Strategas logo](/sites/default/files/image/2024-06/strategas-strategist-tile-logo.png)
Strategas Asset Management is a research-driven manager of macro-thematic asset management strategies. Founded in 2014, the Firm manages a suite of three exchange traded funds, four equity and two fixed income managed account strategies and eight global asset allocation portfolios for institutional investors, family offices, and financial advisors seeking to implement Strategas' #1 ranked macro research. For more information on Strategas Asset Management visit us at our website: strategasasset.com
Platform
Orion Communities
OPS (Orion Portfolio Solutions)
Investment Type
Equity SMA
Investment Mandate
Active
Proprietary Investments
Core Guided
Core Select
Wealth Advisory
Guiding Star Research is available
Compliance Code: 1 5 8 1, Orion Portfolio Solutions, June 25, 2024
1581-OPS-6/25/2024
The London Company
![The London Company logo](/sites/default/files/image/2024-06/the_london_company_logo.png)
We are proven institutional investors committed to generating long-term value through a focused, bottom-up strategy driven by downside protection. We actively seek high-conviction holdings to build meaningfully differentiated portfolios.
What Sets Us Apart
- Committed to Downside Protection: The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.
- Focused on Facts to Reduce Speculation: Rather than trying to predict the future, we form our investment thesis based on what is true today, using our Balance Sheet Optimization approach to valuation.
- Long-Term Oriented Investors: We invest in a select number of high-quality companies through the lens of a business owner, as if we were buying the entire company to hold indefinitely.
- One Team, One Process: Investing across the capitalization spectrum allows us to view companies over an extended life-cycle—from small to mid to large—and reinforces our long-term horizon.
Platform
Orion Communities
OPS (Orion Portfolio Solutions)
Investment Type
Equity SMA
Investment Mandate
Active
Proprietary Investments
Core Guided
Core Select
Wealth Advisory
Guiding Star Research is available
Compliance Code: 1 4 4 4, Orion Portfolio Solutions, June 7, 2024
1444-OPS-6/7/2024
Toews Corporation
![Toews Logo](/sites/default/files/image/2023-04/Toews.png)
Platform
Brinker Capital
Orion Communities
OPS (Orion Portfolio Solutions)
Investment Type
ETF
Mutual Fund
Investment Mandate
Active
Beta
Diversifier
Proprietary Investments
Core Select
Guiding Star Research is available
Vanguard
![Vanguard Logo](/sites/default/files/image/2023-04/Vanguard.png)
Platform
Brinker Capital
Orion Communities
OPS (Orion Portfolio Solutions)
Investment Type
ETF
Mutual Fund
Investment Mandate
Beta
Proprietary Investments
Core Select
Wealth Advisory
Guiding Star Research is available
Wilshire
![Wilshire Logo](/sites/default/files/image/2023-04/Wilshire_0.png)
Platform
Orion Communities
OPS (Orion Portfolio Solutions)
Investment Type
ETF
Mutual Fund
Investment Mandate
Beta
Guiding Star Research is available
Meet Our Third-Party
Strategists
Contact us today for a guided tour of our available investment options.
Orion Portfolio Solutions, LLC, an Orion Company, is 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.