Orion OCIO
Orion OCIO offers comprehensive outsourced chief investment officer services—including portfolio construction, trade desk support, wealth advisory, and custom indexing—that help financial advisors accelerate firm growth by 63%, save 46 hours annually per high-net-worth account, and provide personalized, tax-efficient portfolios with award-nominated technology, while also delivering detailed portfolio audits to optimize client returns and risk management.
Fuel Growth
Get the horsepower and team to win more — and bigger — business, faster.
Rev your growth and do it with scale when you add our OCIO services to your team.
Take Back Time in Your Day
- Portfolio Construction
- Trade Desk
- Wealth Advisory
- Custom Indexing
Portfolio Construction
Get custom, expertly designed portfolios for every one of your clients following our tried-and-true methodology — without lifting a finger.
Trade Desk
Streamline trade operations with an experienced team to help you with every step.
Wealth Advisory
Grow your business with a comprehensive, personalized wealth solution with exclusive service and support from our experienced team.
Custom Indexing
Create truly personalized, tax-efficient client portfolios with the touch of a button.
It’s All in the Numbers
63%
Through 2022, our advisors have grown their firm at an average rate of 63% after partnering with us.
46 Hours
Hours saved per high-net-worth account, per year, with Orion Custom Indexing.
Best Tech
Nominated for Best Technology Provider, Direct Indexing by the Wealthies, we offer the only direct indexing solution that gives you proposal generation, trading, and reporting all in one tool.
100%
Of OCIO clients don’t have to learn or use our technology — they trust us to do it for them.
Help Clients Achieve Better Returns
The OCIO Portfolio Audit
The goal of every investor is to create a more efficient portfolio that maximizes returns while taking the least amount of risk possible. But many investors aren’t familiar with the details of what’s going on in their portfolio — do you really know the answers to their biggest questions?
The OCIO Portfolio Audit is designed to analyze their current portfolio and identify exactly what problems and potential opportunities exist, including analyzing asset allocation and diversification, portfolio structure and efficiency, portfolio risk, expenses, tax efficiency, and performance.
Free Resource: Case Study
Outsourcing for Growth
Advisors today are navigating an increasingly complex market while striving to meet the evolving demands of their clients. Managing everything in-house can limit your ability to scale and differentiate your services.
In this case study, you'll discover how partnering with Orion OCIO helped Plan4Wealth Partners streamline their operations, unlock new growth opportunities, and deliver more personalized client solutions. You’ll learn how you can:
- Increase efficiency.
- Enhance customization.
- Drive firm growth.
- Elevate client satisfaction.
Introducing Orion Advantage
One Integrated UX. One Agreement. All the Power of Orion.
The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.
Best of all, Advantage provides access to Orion OCIO — and with everything OCIO has to offer, there’s no shortage of potential for you to compete on a larger scale.
Grow Your Firm Faster
Expand your capabilities, deepen your resources, streamline your operations and finally spend more time focused on clients. Contact us today to get started.