Outsourced CIO / CFA

Optimize Portfolios, Streamline Trades, & Elevate Wealth Advisory

Portfolio Construction

  • Focus On Growth

    Spend time building your business, not portfolios. Reduce headcount, save time, and minimize risk with OCIO services — from manager due diligence, to portfolio monitoring and rebalancing, all the way to constructing customized portfolios.

  • Lighten The Load

    Advisors today are trying to do it all. In fact, 89% believe they need to provide extensive due diligence, research, and other high-touch services to support high-net-worth clients, spending up to 12.2 hours per week¹ on investment management and execution.

  • Expert Portfolio Solutions

    We work with you to understand the best ways to add horsepower so you can win business more effectively, and faster — including customized portfolios designed to meet each client’s unique needs, built and monitored by our experienced team of experts.

Construct Your Portfolio

Trade Desk

Streamline trade operations with an experienced team to help you with every step.

    • Complex, multi-custodial trades can be streamlined to be cleared through a single provider.

    • Save money when you leverage our scale to participate in bundled costs.

    • Access an entire, experienced trading team at a fraction of the cost of hiring in-house resources.

  • We’ll handle the trading.

Grow your business with a comprehensive, personalized wealth solution with exclusive service and support from our experienced team.

Wealth Advisory

  • Personalize Your Approach

    Grow your business with fully tailored investment experiences designed to help attract, serve, and retain high-net-worth clients’ unique needs, goals, and preferences.

  • Multi-Layered Tax Management

    Provide clients with the tax managed solutions for their unique circumstances, including ongoing proactive tax oversight, personalization through direct indexing, and tax-effective transitions.

  • Differentiate Yourself

    Differentiate your offering and increase efficiency in your business with a full suite of wealth planning services and client resources, including banking and lending, trust services, business valuation, and charitable solutions.

  • Get Full Support

    Partner with a team of CFA and CFP investment professionals and dedicated client portfolio managers to grow your business at scale through complete pre- and post-engagement support and ongoing, collaborative client reviews.

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Custom Indexing

Create truly personalized, tax-efficient client portfolios with the touch of a button.

    • Access proactive and ongoing tax loss harvesting, tax-effective transitions, and set capital gains budgets.

    • Align portfolios with your client’s personal needs or beliefs, including ESG, SRI, and faith-based screening, concentrated positions and meet sector/industry preferences.

    • Partner with CFA Credentialed Portfolio Managers to optimize and monitor client portfolios on a continuous basis at a lower cost. Attract high-net-worth clients by delivering proactive tax management, ultimately growing your bottom line.

    • Streamline trading and reporting by implementing Orion Custom Indexing via a sleeved account at the custodian of your choice. Eliminate the need for time consuming processes through ongoing tax-loss harvesting and optimize against benchmark indexes.