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.

  Overview

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.

 

Durable and Rising Income Strategies for Your Clients

Integra Capital Management has focused on providing solutions to help investors reach their goals for over 29 years. We offer two well-defined strategies, one focused on current income and the other on future income.

The Integra Capital Elite Dividend Portfolio is a solution designed to solve for future Growth and income needs. A high-quality equity portfolio that identifies growth opportunities through a company’s history of increasing its dividend payment. The rising dividend payments eventually provide a higher level of income than most traditional income-oriented investments. The rising dividend also tends to force the share price of the company’s stock higher over longer periods of time. This approach has historically exhibited lower than average volatility. This is best of all worlds – rising income, growth of the portfolio value, and less stress along the way.

The Integra Capital Liquid Alternatives High Yield Portfolio solves for current income needs. The strategy invests in daily liquid asset classes and strategies that provide above average levels of income. Examples include real estate investment trusts, master limited partnerships, alternative credit strategies, business development companies and more. The objective is a high level of current income from a diversified portfolio of alternative investments with an expectation of some additional capital appreciation over longer periods of time

 

Proven Strategies. Trusted Managers.

Hilton Capital Management is a privately held investment management boutique based in Garden City, NY.
Founded in 2001, the firm currently manages more than $2.0 billion in assets and employs 17 investment, distribution and operational professionals. Hilton’s flagship Tactical Income Strategy has a 19 year track record, spanning multiple market cycles.
The firm actively manages four different investment strategies which span a range of asset classes and investment objectives.
Hilton maintains a strong focus on client service, with strategies designed to meet the needs of both individual and institutional investors. Hilton’s strategies are centered on sound investment decision making with strong emphasis on downside protection. All investment decisions are made by a team of five investment professionals who average over 25 years of experience in the financial markets. As we continue to expand our product offering, Hilton remains committed to the overall mission of performance, transparency, growth, and risk mitigation.
Learn more about Hilton Capital Management with these resources:

 

Helping You Confidently Navigate Changing Market Environments

Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. Entrusted with $1.2 trillion in assets1, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.


Strategist Spotlight

Each month we shine a spotlight on an investment strategist or two. Learn more about these strategists and their investment management specialties.

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With Fidelity Model Portfolios, you can offer your clients consistent, institutional-quality investment management—allowing you to spend less time managing money and more time on what matters most: building the valuable relationships that can grow your practice. Fidelity provides a range of model options – including ETFs and mutual funds, active and passive management, strategic and dynamic management approaches, Fidelity funds and offerings from leading fund providers – all focused on helping advisors meet their clients’ needs. Fidelity also provides a range of Fidelity Advisor SMA models.

Fidelity Model Portfolios are made available to financial intermediaries on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC (“FIWA”), a registered investment adviser, or by Fidelity Distributors Company LLC (“FDC”), a registered broker-dealer, (collectively “Fidelity”).

The Fidelity Advisor SMAs (“SMA Models”) are made available to financial intermediaries on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC (FIWA)SM, a registered investment adviser, including intermediaries referred to FIWA by its affiliate Fidelity Distributors Company LLC (FDC), a registered broker-dealer that is compensated by FIWA for such services. Financial intermediaries compensate FIWA for utilizing the SMA Models.

Orion Portfolio Solutions and Fidelity Investments are not affiliated.

Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company.


Strategist Pairings

Learn how to pair investment strategists when creating customized models portfolios to satisfy your clients’ unique needs.

THE SUSTAINABLE PORTFOLIO

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Can you invest and be “green”? Sustainable investing says you can.

More and more advisors and investors are asking for sustainable investing strategies. Sustainable investing is directing investment capital to companies that seek to combat climate change, environmental destruction, while promoting corporate responsibility. There are reasons why popularity is soaring, and it’s not just because of the Weather Channel’s headlines. Sustainable investing is becoming more popular because sustainable investing data is getting better, it’s easy to invest in, and performance is competitive. As BlackRock succinctly states: “Introduce it to your clients before somebody else does.”

Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Tanvi Pradhan, Vice President, Product Strategy with Blackrock, and Aaron Scully, Portfolio Manager with Janus Henderson for our latest installment of Portfolio Recipes.

Portfolio Recipes: THE SUSTAINABLE PORTFOLIO

Thursday, Sept 23th
2:30 p.m. CST/3:30 PM EST

Save Your Spot


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.

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1https://www.bnymellon.com/us/en/what-we-do/business-insights/the-growth-trajectory-of-separately-managed- accounts-continues.jsp 2https://www.tradersmagazine.com/departments/fx/separately-managed-accounts-expected-to-double-in-three-years/


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.”

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