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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.
73-76 of 76 resultsToews Corporation
Since 1994, We've Delivered Innovative Investment Strategies.
Our risk-managed ETFs, funds, model portfolios, and exclusive advisor programs are designed to help you confidently navigate all types of markets.Elevate Your Practice, Optimize Your Clients’ Future
By combining cutting-edge investment strategies with a deep understanding of investor psychology, our tools and insights help advisors build more resilient portfolios and foster long-lasting client relationships.Why choose Toews?
- Established Performance: Our disciplined investment approach has delivered consistent results over decades.
- Cutting-Edge Insights: Toews Behavioral Investing Institute provides education and tools to enhance advisor-client interactions and help investors make more informed decisions.
- Tailored Strategies: We offer a range of customizable approaches to meet the unique needs of your practice and your clients.
This information was provided by Toews Asset Management.
Platform
Brinker Capital
OPS (Orion Portfolio Solutions)
Orion Communities
Investment Type
ETF
Mutual Fund
Investment Mandate
Active
Beta
Diversifier
Proprietary Investments
Core Select
Guiding Star Research is available
3034-OPS-11/25/2024
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
Washington Crossing Advisors
Founded in 2002, Washington Crossing Advisors, LLC (WCA) is a registered investment advisor and wholly owned subsidiary of Stifel Financial Corp. The firm operates as a nimble, independent company with the deep resources and significant financial strength of a larger firm.
WCA believes that investments should be selected after analyzing clear and quantified measures of value, risk, and potential reward. The firm’s approach is focused on investing in quality, dividend-growing companies without paying premium prices. WCA views quality companies as having low debt, stable cash flows, and productive assets, with dividend-growth considered another marker of quality. WCA utilizes a repeatable, ongoing investment process that incorporates bottom-up, fundamental analysis seeking to create a portfolio of resilient, conservatively financed businesses with a competitive advantage that have demonstrated a minimum five years of dividend increases. Their dedication to risk management in both stock selection and portfolio construction is viewed as an important differentiating factor.This information was provided by Washington Crossing Advisors.
Platform
Orion Communities
Investment Type
Equity SMA
0648-U-25066
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
StrategistsContact 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.
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