Asset Management

The world we live in today is fast-paced and timely investment decisions has never been more important. For organizations that desire a more nimble approach to managing the investments within their portfolio, our asset management services are an attractive solution. As asset managers, ORION is able to structure and manage portfolios within predetermined policy guidelines. Using the same tools and resources and following the same philosophy we apply when wearing our consulting “hats,” ORION consultants carefully tailor and manage each portfolio to the unique needs and objectives of your organization.

At ORION we do not believe that portfolios should be assembled and then put on autopilot. We do not ascribe to a “buy and hold” philosophy. Instead, we believe in a “buy and manage” approach. Based on market conditions and economic analysis we implement tactical adjustments to portfolios both at the broad asset class level and within asset classes. In addition, we recommend the adoption of regular, rules-based rebalancing to help ensure that any portfolio “tilt” is intentional and not just the function of market forces.

An important distinction: at ORION we are not “stock pickers”; our asset management capabilities do not extend to the research and selection of individual equities or fixed income instruments. Rather, we are positioned as discretionary “fund of fund” managers, structuring portfolios using third party asset management firms. As an example, the typical institutional investment portfolio managed by ORION includes 10-15 distinct investments, comprised of mutual funds, exchange traded funds and/or separate account asset managers.

ORION does not have any proprietary asset management companies and, as an additional measure, will not allocate client assets to asset management companies owned or affiliated with Wells Fargo Corporation or Charles Schwab Corporation.

Commitment —Regardless of your needs or the services you select you can be sure that your project, your portfolio and your people are a priority at ORION. Our commitment to clients and client services is unwavering; in many instances, clients tell us they find that their ORION team becomes an extension of their organization.

Our commitment to excellence extends beyond the services we provide to our clients. Over the past twenty years ORION’s staff has conducted literally hundreds of education and training programs for fiduciaries. Our team of consultants has received national recognition for its expertise and experience and we are viewed as a resource within the nonprofit community. To stay abreast of events that shape the financial markets and developments within the industry, our staff is involved in ongoing professional education. In short, we have committed our time, talents and resources to one purpose: to know and serve the nonprofit and retirement plan communities.