Orion Expands Advisor Access to Fixed Income SMAs on the Orion Portfolio Solutions Platform

Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has again strengthened its investment solutions offering by bringing its own lineup of Fixed Income separately managed accounts (SMAs) to the Orion Portfolio Solutions (OPS) platform.

“We are committed to streamlining how advisors deliver investment products and advice to their clients, and our latest expansion of fixed income SMAs on the Orion Portfolio Solutions platform underscores that commitment,” said Ryan Beach, President of Orion Wealth Management. “Previously, these fixed income SMAs have only been available to Orion’s OCIO clients where advisors have used the solutions to effectively scale their business. Now, we’re pleased to bring these SMAs to a much broader community of financial advisors at OPS.”

Orion’s Fixed Income SMAs are available through the OPS platform within its Unified Managed Account (UMA) portfolio structure. This includes:

• Orion Short Duration Government Bond
• Orion Government Bond
• Orion Short Duration Investment Grade Bond
• Orion Investment Grade Bond
• Orion Investment Grade Municipal bond
• Orion High Yield Corporate Bond

Attend the OPS fixed income webinar at 1 p.m. CT on November 14

To learn more about this latest addition to OPS, join the webinar “Don't Forget about Fixed Income: The Key to a Balanced Portfolio” on Tuesday, Nov. 14. Register here. Join Joshua Flade, one of Orion's Deputy Chief Investment Officers, as he discusses the versatility and resilience offered by Orion Fixed Income portfolios, providing valuable insights on how these solutions can be an asset when navigating client portfolios in the midst of changing market conditions.

Visit orion.com/wealth-management for more information on how Orion helps advisors create positive investor experiences, streamline wealth management, and grow their business with seamlessly integrated technology, flexible investment options and hands-on support.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC

3004-OPS-11/2/2023

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and Orion OCIO, the combined platform services $3.8 trillion in assets under administration and $64.3 billion of wealth management platform assets (as of June 30, 2023). Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

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