Curious about Orion’s role in your investment journey? We help advisors manage your investments by offering access to technology, thoroughly vetted and flexible investment options, and best-in-class support.
Financial Advisor Tech
All the tools your advisor — and you — need to access your financial data and keep a pulse on your goals.
Flexible Investment Options
A full range of investment options for your advisor to help deliver better outcomes for your portfolio.
Support and Expertise
The support and experienced teams your advisor needs to succeed — and most importantly, support you.
Powering Advisors. Winning for Investors.
Orion — and our brand entities Orion Portfolio Solutions, Brinker Capital Investments, and others — are more than the name on your statement or in your investment portal.
Orion is an industry-leading financial services and technology company committed to arming your financial advisor with the disruptive technology, investment solutions, and education they need to help you realize your vision for a better financial future.
Unsure how you feel about your financial future? You’re not alone.
Download our free infographic, “Some Things I’ve Learned About Money,” a resource created by Orion’s Chief Behavioral Officer, Dr. Daniel Crosby. Use it to explore your own feelings about your financial goals, as well as use as a conversation starter to for you and your financial advisor.
¹Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs. The 2022 T3/Inside Information software survey collected 4,495 useable responses from advisory firm participants, anonymously, through the months of December, 2021 and January and February and part of March of 2022.
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.