Communities Corner
Connect with Leading Investment Strategists that Align with Your Investment Philosophy
Here you will find the latest updates to Orion Communities, our robust investment model marketplace. Be alerted to new investment strategists, gain valuable insight and market perspectives, and stay informed of enhancements to Orion Advisor Tech – your streamlined platform to build models, create personalized options for high net worth clients, and execute all trading.
New Investment Strategists
Here you’ll find information on the latest investment strategists to join Communities! Learn their history, core competencies, investment philosophy, and how they can add value to your model portfolios.
Active, Dynamic, and Differentiating Model Portfolios Driven By Distinct Research
Coming soon!
KKM Financial offers portfolio management solutions and provides risk mitigation solutions via utilizing dynamic stock selection (Essential 40) and distinct ETF model portfolios powered by Nasdaq Dorsey Wright, Sector & Tactical Rotation models. KKM’s model portfolios seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced investment solution while wealth advisors select to focus more time on their clients. Partnering with Nasdaq Dorsey Wright, KKM offers several distinct ETF model portfolios that are 100% powered by Nasdaq Dorsey Wright , these ETF model portfolios that lived in research format for decades and are now investible. The Essential 40 model (Large Cap Core) seeks to provide investors a broadly diversified portfolio of U.S. stocks that are essential and vital to the U.S. economy. With this distinct basket of forty stocks, it seeks to represent the companies that are believed to be essential to the American way of life. KKM was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments.
Invest with Discipline, for the Long-Term
Schafer Cullen Capital Management is an employee-owned boutique based in New York City with unique disciplined value and dividend strategies. The firm was established in 1983 and currently manages approximately $21B in AUA (as of 9/30/21). Each strategy we manage begins with our value discipline of buying companies with low Price/Earnings and Price/Book ratios. Additionally, the majority of our strategies have a dividend yield and dividend growth focus.
“At the end of the day, the message is clear. Be disciplined about price, don’t overreact to headline news and be a long-term investor” – – Jim Cullen, Chairman & CEO – Schafer Cullen Capital Management.
“History shows that it doesn’t pay to try to time the stock market, but there are times when risk levels are increased to a point where it is wise to have a safety net – like dividends.” – Jim Cullen, Chairman & CEO – Schafer Cullen Capital Management
Strategist Spotlight
Each month we shine a spotlight on an investment strategist or two. Learn more about these strategists and their investment management specialties.
The American Funds Model Portfolios represent our investment managers’ best thinking on how to construct portfolios that pursue a wide variety of investor goals. The portfolios offer rigorously researched and analyzed fund mixes that are monitored regularly to ensure that they remain aligned with their objectives through varying market and economic conditions. We use objective-based portfolio construction to determine the best mix of financial objectives that will put investor goals front and center.
To grow your business with these strategies, check out these helpful resources:
Strategists to Watch
Keep an eye on new models and the latest offerings from leading strategists on Orion Communities.
Invesco Models Available on Communities Platform
Utilizing models can offer additional scale that allows you to spend more time with your clients and professional investment management with a defined, repeatable process. Invesco’s strategic model portfolios offer easily implementable investment solutions that tap into the investment professionals of a leading global asset manager. Invesco model portfolios are professionally managed by our independent multi-asset team solely dedicated to top-down investing.
Growth Matters
Maryland Capital Management, LLC (“MCM”) is an independent investment management firm founded on the principle that owning concentrated portfolios of high-quality companies over long time periods can provide superior risk-adjusted returns. Backed by a disciplined investment process and internally generated research, the firm manages five distinct strategies designed to meet a range of needs and objectives. MCM’s flagship Concentrated Growth Equity (CGE) Strategy has a 16-year track record of consistent results over multiple market cycles. The firm introduced the MCM Small Cap Growth Equity and MCM Dividend Growth Equity strategies to Orion Communities this month.
The MCM Small Cap Growth Equity Strategy seeks to provide capital appreciation by investing in a concentrated portfolio of 40 high‐quality, small-cap companies with above-average growth potential.
The MCM Dividend Growth Equity Strategy seeks to provide above-average yield and total return by investing in a concentrated portfolio of high-quality, large-cap companies with a track record of both paying and growing dividends.
Learn more about Maryland Capital with these resources:
Strategist Pairings
Learn how to pair investment strategists when creating customized models portfolios to satisfy your clients’ unique needs.
The High Conviction Portfolio
Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he whips up the High Conviction Portfolio, a powerful pairing featuring Hotchkis & Wiley and Polen Capital.
Portfolio Recipes: The High Conviction Portfolio
Thursday, Nov 18th
2:30 PM CST/3:30 PM EST
2725-OPS-10/25/2021
How to Make SMAs Accessible for All
SMAs were invented in the 1970s to accommodate the needs for high net worth individuals, whose investment objectives didn’t fit well into standard mutual fund strategies. But that was then and this is now!
Recent history shows that SMAs actually hold more wealth than either ETFs or mutual funds. One study found that they comprised 35% of U.S. equity assets in 2018, while ETFs held 34% and mutual funds came in third at 31% of equity wealth.1
The steady growth that SMAs have shown may be about to get much higher as well. Another study suggests that demand for SMAs may double by 2023.2
Download our ebook to learn more about the benefits and roadblocks to using SMAs and how you can make them more accessible to all your clients.
Streamline and Scale Your Investment Management Process
When Kathy Kraft, owner and founder of Kraft Financial, LLC, logged on to an Orion Communities webinar, she thought she was there to learn about how to better market her firm. And in a roundabout way, that’s exactly what happened. Learn how Orion Communities is helping Kathy to grow her business “at least four times over, in the next couple of years.”
Have a question about Communities?
Feel free to reach out to our experts
2727-OAT-10/25/2021