Trade Desk
Orion's Trade Desk offers wealth management firms an outsourced, full-service trading solution that streamlines complex multi-custodial trades through a single provider, reduces costs by leveraging scale, empowers teams with experienced traders at lower expense, and supports firm growth by executing curated or custom investment strategies, resulting in increased client satisfaction and an average 63% firm growth rate.
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Trade Desk
Streamline trade operations with an experienced team.
Strengthen Your Team with Ours
Leverage an experienced team to increase operational efficiency, lower costs, and deliver a best-in-class client experience.
Outsourced, Full-Service Trading
Grow Your Firm Faster
Get a full-service trading desk that includes execution of our curated manager strategies or your own custom and/or outside money manager models.
Simplify Trade Operations
Complex, multi-custodial trades can be streamlined to be cleared through a single provider.
Reduce Costs
Save money when you leverage our scale to participate in bundled costs.
Empower Your Team
Access an entire, experienced trading team at a fraction of the cost of hiring in-house resources.
It's All in the Numbers
79%
of high-net-worth clients think more
highly of advisors using an
institutional-level investment approach.¹
83%
of investors agreed that an advisor using
investments from a third-party resource would
have more time to understand their needs.¹
63%
The average rate of firm growth our
clients have seen since partnering with us.²
100%
of OCIO clients don’t have to learn or use
our technology — they trust us to do it for them.²
Free Resource: Whitepaper
Turn Outsourcing into a Competitive Advantage
Advisors facing today’s competitive landscape, as well as increasing client expectations, can’t afford to shoulder the operational burden of investment management.
In this whitepaper, we’ll show you how outsourcing investment management empowers you to focus on delivering exceptional client service while meeting the highly personalized needs of today’s investors. You’ll learn how you can:
- Enhance growth
- Provide customization
- Differentiate your firm
- Find more time
Check This Out: Orion Custom Indexing
Customize at Scale. Add Revenue. Click Once.
Manage tax-efficient, personalized portfolios at scale with the only tech-enabled solution that brings together proposal generation, trading, and reporting all in one place.
Focus on Your Clients. We’ll Handle the Trading.
Optimize your trade desk services and streamline your business.
¹Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.
²Source: Proprietary Orion data, as of 7/28/2023.
OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.
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