Trade Desk | Orion OCIO
The Trade Desk by Orion OCIO offers advisors a full-service, outsourced trading solution that streamlines complex multi-custodial trades, reduces costs through scale, and provides access to an experienced trading team, enabling firms to grow faster, customize portfolios efficiently with Orion Custom Indexing, and enhance client service while alleviating operational burdens.
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% is 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
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.