Orion Communities Subscribers


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


Brinker Capital Investments


Cardinal Capital Management, LLC

Clark Capital Management

Cougar Global Investments

Diamond Hill Capital Management

Horizon Investments

Horizon Investments

Janus Henderson

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

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