Communities Corner

Connect with Strategists that Align with Your Investment Philosophy

Communities Corner highlights what’s happening within Orion Communities, our robust investment model marketplace. Find out about the newest investment strategists to join Communities, get valuable market insights, plus stay informed of enhancements to Orion Advisor Tech.

  Overview

New Investment Strategists

Meet the latest investment strategists to join Communities. Learn their history, core competencies, investment philosophy, and how they can add value to your model portfolios.

MTC Wealth Management

Credit-Union-Owned Investment Managers – creating value with ETFs since 2004

As a registered investment advisory firm owned by credit unions, MTC Wealth Management (MTCWM) integrates the credit union mantra of people helping people. MTCWM’s suite of Exchange Traded Fund (ETF) portfolios offer:

  • Low-cost access to global equity and fixed-income markets
  • Actively managed portfolio positions
  • High liquidity

MTCWM, a wholly owned subsidiary of Members Trust Company (MTC), shares the same portfolio management team and uses the same ETF models as MTC. As CFA® charterholders, the team adheres to rigorous ethical standards.

MTCWM offers a wide range of portfolios from the aggressive to the more conservative. In 2008, the MTC portfolio management team was recognized by Forbes as managing the number one performing ETF portfolio.

The returns for MTCWM’s models are maintained by its parent company, MTC, which claims compliance with Global Investment Performance Standards (GIPS®).

Join the investment team on August 18 at 4:00 pm CT to learn more about MTCWM’s ETF strategies.

Register here.
ETF Portfolio Advantage


Is the strong US dollar bullish for European and Developed Markets?

The US Dollar Index has gained 6.8% from the end of May through July 14th, following a 6.9% increase in the month of May 2022 – the largest month gain since 2015. The euro has fallen to parity versus the dollar (lowest since 2005) strongly indicating economic contraction for the Eurozone. The Japanese Yen sank to a 24 year low against the dollar potentially helping Japan to increase its exports and revive its tourism industry.

The HJIM International Select Portfolio has 50-70 EAFE equities that are positioned to potentially benefit from the recent strength in the US dollar and weakness in the EAFE index. We see the current weakness in these markets as opportunities that may reward the non-US investor as the world returns to a more normal basis.

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Make More by Losing Less

SkyOak Capital has used its’ own proprietary signaling program called RAAMPS for over a decade. During this time the RAAMPS (Risk Averse Actively Managed Portfolio Signals) signals have protected clients’ assets by going into cash during market corrections and buying back once the stock has corrected. This has in turn allowed us to outperform the broader market while limiting the downside.

RAAMPS is an AI-driven quantitative algorithm that measures individual stocks and ETFs momentum trends. When the momentum is to the downside it creates a sell signal and when the momentum has bottomed and starts back up it creates a buy signal. RAAMPS signals are currently being used by over 2,000 advisors.

Strategist Spotlight

Each month we shine a spotlight on an investment strategist. There’s no better time to find out what’s new from these strategists.

PCS Signal and Noise Series

The Signal and Noise series from Janus Henderson’s Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges, escape analysis paralysis and drive toward an actionable set of portfolio solutions.

PCS Signal and Noise Series, Part 3: Are 60/40 Investors Losing their Free Lunch?

Learn more about our tailored, forward-looking portfolio consulting from our Portfolio Construction and Strategy experts.

Strategists to Watch

Keep an eye on new models and the latest offerings from strategists you’ll find on Orion Communities.

Potomac Fund

Every Investor Wants to Avoid Major Losses

Potomac offers a selection of tactical strategies for building and preserving wealth—so you can match the right strategy or combination of strategies to each investor’s needs.

Our strategies are designed to help limit devastating losses that can be hard to recover from— we strive to “win by losing less.”

Each of our strategies is tactical and unconstrained. They all utilize affiliated mutual funds that are built with four key concepts in mind:

  • Rotate among ETFs
  • Select from the U.S. and international assets
  • Use more volatile specialty investments to hedge risk
  • Employ cash during adverse conditions—up to 100%

Performance / Diligence Information:

Wisdom Tree

Welcome to the Future of Investing

WisdomTree is a global asset manager with a track record of innovation, competitive performance and thought leadership since 2006. Our belief that a fundamentally weighted approach can produce attractive returns with less risk and expense than active management made us a pioneer in factor-based investing. WisdomTree is headquartered in New York and has over 200 employees globally and manages $74.3 billion across innovative solutions that are designed to meet investors’ needs across asset classes and market cycles.

Portfolio Recipes

Portfolio Recipes, a monthly webinar event, brings together investment strategists to create customized model portfolios to satisfy your clients’ unique needs. Join us each month as we introduce you to a fresh pair of strategists, explore the value each brings to the table, and how they can complement each other in your model portfolios.

Portfolio Recipes: Diversified Tactical Portfolio Recipe

Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT. You’ll gain insight about partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.

Diversified Tactical Portfolio Recipe


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Save Your Spot for the Diversified Tactical Portfolio Recipe webinar

Orion Portfolio Solutions, LLC a registered investment advisor.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.

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. Download

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.”
Download

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