Freedom for You and Your Clients

Get full flexibility to create well-diversified investment portfolios with access to leading strategies that scale with your business.

Third-Party Strategists

Save time and feel confident by easily finding, pairing, and managing client investments with our carefully vetted and monitored list of third-party strategists.

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Third Party Strategists

Orion Communities

Leverage our investment model marketplace for unprecedented access to models spanning brand, boutique, and emerging strategists for fixed income, equities, and alternatives.

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Orion Communities
Our Investment Philosophy

Empowering Financial Advisors and Investors

We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.

Keep Investors Invested

To build wealth, capital must be invested — and stay that way.

Institutional Due Diligence

Deep, curated due diligence helps build confident portfolios.

Multi-Asset Class Approach

Build portfolios by risk-managing a blend of assets to enhance performance.

Safeguard for Tomorrow

Align investors’ needs with their goals with robust due diligence, risk management, and behavioral finance.

Advisor Walking
Free Resource: Whitepaper

Turn Outsourcing into a Competitive Advantage

Advisors facing today’s competitive landscape, as well as increasing client expectations, can’t afford to shoulder the operational burden of investment management.

In this whitepaper, we’ll show you how outsourcing investment management empowers you to focus on delivering exceptional client service while meeting the highly personalized needs of today’s investors. You’ll learn how you can:

  • Enhance growth
  • Provide customization
  • Differentiate your firm
  • Find more time
Download Now
Orion Custom Indexing
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution.

See How

Scale How You See Fit

Contact us today to get access to a wide array of investment strategy options and serve clients their right fit.

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Dig Deeper

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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.

1603-OPS-6/13/2023