Orion's Investment Management service provides financial advisors with a comprehensive platform to create and manage customized investment portfolios for their clients. The service is built on a philosophy of blending growth-oriented, stable, and diversifying assets to help investors focus on long-term outcomes.

Key Features

Customizable Investment Solutions Orion offers flexible portfolio construction tools to tailor investments to individual client needs.

• Personalized asset allocation strategies
• Multi-asset class approach incorporating various investment types

Strategic Portfolio Management Active oversight and robust due diligence processes to optimize portfolios.

• Ongoing monitoring and rebalancing of portfolios
• In-depth analysis beyond published data to identify market opportunities

High-Net-Worth Investor Focus Specialized tools and services designed for the unique needs of affluent clients.

• Tailored portfolios with advanced tax management capabilities
• High-touch service and support for complex financial situations

Benefits

Enhanced Client Retention Helps advisors keep investors committed to their long-term financial plans.

• Diversified portfolios designed to deliver more consistent returns
• Educational resources to support investor understanding and confidence

Improved Advisor Efficiency Streamlines portfolio management processes for financial professionals.

• Integrated platform for portfolio construction, monitoring, and reporting
• Access to expert investment research and market insights

Scalable Business Growth Enables advisors to attract and serve a wider range of clients effectively.

• Tools to compete in the high-net-worth marketplace
• Support for advisors to expand their service offerings and client base