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

 

Advantage Investment Research

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


Assign models in Orion

Assign models in Orion’s trading tools
in seconds


Retain full trading authority

Retain full trading authority to accept or deny strategist model changes


Create blended models

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

Subscribe in Five Easy Steps

 

1

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


2

Agree to strategist terms and subscribe to the desired model(s)1


3

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


4

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


5

Automatically receive strategist allocation updates to be accepted or denied


1Some strategists may charge for use of their models.


A Few of Our Strategists


Advanced Asset Management Advisors

American Funds

BlackRock

Brinker Capital Investments

BTS

Cardinal Capital Management

Clark Capital Management

CLS

Cougar Investments

DiamondHill

HORIZON

Hotchkis & Wiley

Julex Capital

Lazard

Main Management

Manning and Napier

Meeder

Morningstar

Ocean park Asset Management

Polen Capital

River Road Asset Management

Russell Investment

Sandhill

State Street Global Advisors

Sterling Capital

Thornburg

Symmetry

W.E. Donoghue



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

Learn More

0586-OPS-3/11/2020