DPL

Toews Asset Management

Empowering your investment strategy with cutting edge 
technology and professional management.

Transforming Investment Management

Orion and Toews unite to deliver an unparalleled investment 
experience. Our partnership combines Orion's state-of-the-art technology platform with Toews' sophisticated, risk managed investment strategies, providing financial advisors and their clients with exceptional tools and insights for navigating today's financial landscape. 

Strategic investment solutions 
with a client-centric approach.

Founded in 1994, Toews Asset Management’s mission is to help investors realize their goals while addressing the economic and psychological challenges they face. Toews' suite of strategies provides investors sophisticated, risk-managed access to a broad range of asset classes to attempt to offset the effects of severe market declines.

Some of the Models Available on OPS

Toews Managed Risk Blueprint

Toews Hedged Balanced

Toews Hedged Balanced Growth

Toews Hedged Equity

Toews Hedged Growth

Toews Defensive Alpha Equity

Toews Hedged Balanced Income

Toews Defensive Alpha Balanced

Financial advisor meeting with a couple in a modern, bright setting, discussing documents and reviewing information on a laptop.

Combining tactical 
investment strategies and cutting-edge technology.

By leveraging Toews' expertise in tactical asset allocation and Orion's comprehensive technology platform, advisors and investors gain access to dynamic, responsive investment solutions aided by advanced technology to enhance portfolio management and performance.

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Enhanced Investment Strategies

Toews' tactical asset allocation strategies combined with Orion's technology to offer more dynamic and responsive investment solutions. 

Advanced Technology Integration

Orion's platform supports the implementation and management of Toews' strategies, providing sophisticated tools for 
portfolio construction and monitoring. 

Improved Portfolio Management

Tailored investment approaches that can adjust to changing market conditions, potentially enhancing returns and managing risk more effectively.

Dig Deeper

Toews' Video Series

The Crux 

Featuring Phillip Toews
CEO, Toews

Watch Video
Modern skyscrapers against a clear blue sky, with a large blue play button icon in the center, indicating a video.

The Crux 2

Featuring Dr. Daniel Crosby
Chief Behavioral Officer, Orion
 

Watch Video
A business professional holding a jacket and a briefcase stands on a tall mountaintop overlooking a vast forest at sunset overlaid by a play button indicating a video.

The Crux 3

Featuring Brian Portnoy, CFA, PhD
Founder, Shaping Wealth

Watch Video
A woman in silhouette reads a book at sunset with a play button overlaid on top indicating a video.

Learn more about Toews' model lineup available on Orion Portfolio Solutions.

Existing Subscribers

Access model fact sheets and more in the Marketing Material section of your Advisor Portal.

New to Orion Portfolio Solutions

We’d like to learn more about your practice, take you on a tour, and answer your questions.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Toews Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies.

Information presented herein with respect to any third party service provider has been provided by those third party service providers and has been reproduced here with their permission. Such information does not necessarily reflect the views and opinions of Orion Advisor Solutions, Inc. (“Orion”) or its affiliated companies. Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements. Toews Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies and content made available on this page is not a recommendation or endorsement by OPS for any of the services referenced or provided. While some OPS portfolios may contain one or more of the specific strategists mentioned, OPS is not making any comment as to the suitability of these, or any investment product for use in any portfolio.

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. This information is prepared for general information only. Individual client accounts may vary. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed 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. Investing in any security involves certain non-diversifiable risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any specific, or diversifiable, risks associated with particular investment styles or strategies. 

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: 6 9 9 3 7 9 3 ,2 3 0 2 , Orion Portfolio Solutions, September 6, 2024