Our Resources

ORION purchases research from Callan Associates as a member of Callan’s Independent Advisor Group. Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors. Callan routinely provides investment consulting services to some of the nation’s largest institutional investors. Through its contractual relationship with Callan, ORION seeks to provide to its clients access to the same research and resources utilized by many of the nation’s largest institutional investors.

Benefits of our relationship with Callan include access to:

• Capital Market Research, including Callan’s annual Capital Market Assumptions
• Asset Allocation and Monte Carlo simulation software
• Separate account manager and mutual fund research and due diligence
• Platforms of institutional separate account managers at reduced minimums specifically screened by Callan
• Alternative Investments research
• The Callan Investments Institute, one of the leading educational forums for the investments industry.

For more information on how our relationship with Callan can benefit your organization, please contact us at info@orionria.com . Or for more information on Callan Associates, please visit them at www.callan.com.

ORION also has access to research from Schwab Institutional, a division of the Charles Schwab Corporation. Schwab Institutional, with more than 1,800 employees, is the leading provider of custodial, operational and trading support to more than 5.500 independent advisory firms. ORION’s relationship with Schwab Institutional provides access to a variety of resources, including:

• Leading edge market/economic research from The Schwab Center for Financial Research, headed by Chief Investment Strategist Liz Ann Sonders
• Leading institutional separate account managers accessible at reduced minimums and fees
• A money manager research/due diligence team of more than 20 analysts
• Ongoing educational events headed by leading market thought leaders on a variety of investment related topics
• Alternative investment research and platforms