Communities’ Latest Strategists in Action: Four Model Marketplace Webinars
Orion’s model marketplace continues to expand by adding unique investment strategists, each with distinct philosophies, and offers on-demand webinars featuring Frontier Asset Management’s risk-focused strategies, Logan Core’s balanced 60/40 portfolio approach, and Polen Capital’s diverse growth portfolio construction to help advisors tailor flexible investment options for clients.
Like all communities, Orion’s model marketplace continues to grow, adding new model portfolios and investment strategists on a consistent basis to provide advisors with flexible options to meet their clients’ unique objectives.
Unlike cookie-cutter communities, each strategist in Orion Communities brings a unique focus and distinct investment philosophy to the model marketplace.
To help familiarize you with the new strategist offerings, on-demand webinars are available. In these presentations, strategists introduce their models and highlight how their expertise could benefit your business.
Frontier Asset Management’s Downside First Focus
If managing risk is a priority for your firm, this overview of Frontier Asset Management may be of interest. Frontier is a boutique asset management firm founded in 2000 and based in Sheridan, Wyoming. CEO Rob Miller, CFA, Director of Investments Cliff Stanton, CFA, and Director of Operations Erin Foote discuss:
- Frontier’s Downside First Focus investment philosophy
- Their forward-looking approach to building long-term future return expectations
- How they identify skilled managers to fill target asset allocation pie charts
- Their process for creating dynamic, risk-defined model investment strategies designed for long-term investors
- Why their Wyoming roots present a powerful advantage
The Yin and the Yang of Logan Core
The Logan Core 60/40 portfolio emphasizes balance, combining two highly non-correlated portfolios—Growth and Value Investment processes—into one. Dan Beckworth, Director of Management Accounts, and Stephen Lee, Principal and Portfolio Manager, explain how rebalancing allocation targets semi-annually helps client portfolios perform consistently through a complete market cycle and provide solid risk-adjusted returns.
Polen Capital – Valuing Diversity when Constructing Growth Portfolios
Polen Capital’s team of co-portfolio managers brings diverse backgrounds, including experience as a private equity attorney, a top gun pilot, and a navy midshipman. The webinar explores how Polen Capital leverages this diversity and depth of experience to build strong growth portfolios, with a closer look at the four strategies available on Orion Communities.
iCM Tactical Income – Return in a High Valuation, Low Interest Rate World
With historically low interest rates and expensive U.S. equity valuations, some question whether the traditional 60/40 portfolio is still effective. Integrated Capital Management (iCM) offers an alternative: the iCM Tactical Income strategies. Ryan Lehman, CFA, Director of Investments, discusses portfolios designed to increase yield, own undervalued assets, and purchase discounted closed-end funds to address the challenges of traditional ETFs and mutual funds.
Bonus: Go Live with Orion and BlackRock!
The Orion Portfolio Solutions Megatrends model portfolio is now available on Orion Communities. In a live webinar, Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Jeff Spiegel, BlackRock’s Head of U.S. iShares Megatrend and International ETFs, discuss the benefits of thematic investing for advisors and clients, and provide an in-depth look at the new Megatrends model portfolio.
If you haven’t subscribed to Orion Communities yet, you can find out more about the model marketplace and how to subscribe.