Orion Communities Subscribers

Communities

Expand your Investment Offering with Third-Party Investment Models

Request an Orion Communities Demo

Orion Communities is an investment model marketplace that marries unprecedented access to leading strategist models for fixed income, equities, and alternatives. With greater investment options spanning brand, boutique, and emerging strategists, Orion advisors are empowered with the flexibility to make more personalized investment decisions—specific to each client’s risk tolerance and goals.


Transform How You Personalize Portfolios

 

Take advantage of the extensive investment research already performed on strategists
vetted strategists


Assign models in Orion’s trading tools
in seconds


Retain full trading authority to accept or deny strategist model changes


Create blended models through a combination of third-party or in-house strategies

Subscribe in Five Easy Steps

 

Step 1

Review strategists through advanced filters—like model theme and risk score


Step 2

Agree to strategist terms and subscribe to the desired model(s)Please note, some strategists may charge for use of their models


Step 3

Update any portfolio(s) in Orion’s trading
tools with the strategist model(s)


Step 4

Rebalance your portfolio(s) with the strategist model(s)


Step 5

Automatically receive strategist allocation updates to be accepted or denied



A Few of Our Strategists


Advanced Asset Management Advisors

American Funds

BlackRock

Brinker Capital Investments

BTS

Cardinal Capital Management, LLC

Clark Capital Management


Cougar Global Investments

Diamond Hill Capital Management

Horizon Investments

Horizon Investments

Hotchkis and Wiley

Julex Capital

Lazard Asset Management

Main Management, LLC

Manning and Napier

Meeder Investment management

Morningstar managed Portfolios

Ocean Park Asset Management

Polen Capital

River Road Asset Management

Russell Investments

Sandhill Investment Management

State Street Global Advisors

Sterling Capital

Thornburg Invenstment Management


W.E. Donoghue and Company, LLC, Tactical Asset Management



Learn how to transform your investment management process with leading third-party strategist models.

Learn More
Compliance Code: 0 5 8 6, Orion Portfolio Solutions, March 11, 20200586-OPS-3/11/2020