INVESTMENT STRATEGIES

We assume that worst case scenarios will potentially happen and design strategies that attempt to capitalize on significant market dislocations. We simultaneously understand that participation in markets may be desirable and position portfolios to attempt to track market indices during rising markets.

By addressing market challenges with portfolio construction and investor guidance, we hope to give clients access to markets while addressing the potential for market downturns.

OUR STRATEGIES

Through our in-house program, we have a GIPS® verified, over 20 year history executing tactical models across equity and fixed income portfolios. Learn more about our Always Invested Stock, Risk Managed, and Tactical Fixed Income strategies.

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SELF-DIRECTED STRATEGIES

Our advisor platform allows advisors to manage unlimited models and positions.

Models based trading is simplified through your Orion advisor portal.

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WHOLE PORTFOLIO THEORY

Using managers with different performance attributes and investment styles may help help to diversify portfolios and eliminate the guesswork of trying to predict market direction. This may enable investors to stay committed to a portfolio through varying market cycles instead of focusing on short term returns. Learn more about our Whole Portfolio Recommendation.

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