Third-Party Strategists
Easily find, pair, and manage client investments with our carefully vetted and monitored list of third-party strategists.
Strategas Asset Management
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
Tandem Investment Advisors
Tandem is an independent, employee-owned investment management firm headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.
Since its inception in 1990, Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.
With a keen focus on the efficient taking of risk, Tandem partners with financial advisors to deliver a differentiated core solution that aims to keep investors invested.
To learn more, please visit www.tandemadvisors.com.
Platform
Orion Communities
Investment Type
Equity SMA
Compliance Code: 2 6 9 8, Orion Advisor Technology, October 21, 2024 2698-OAT-10/21/2024
The London Company
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
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
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
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.