Why Advisors Choose Orion Portfolio SolutionsHow we help simplify advisor businesses.

P 1.800.379.2513 www.orionportfoliosolutions.com

Since its founding in 2001, Orion Portfolio Solutions has exhibited rapid growth, building a strong network of advisors who rely on it’s turnkey asset management program (TAMP).

By The Numbers

3000+ 500+ $10BIndividual advisors active

on our platformCorporate & individual

RIA relationships In assets entrusted

through our platform

Retention and VisionGetting advisors in the door is only part of the story. We consistently exhibit a remarkably lower

redemption rate than the industry average.

Our Retention Rate Our Competitors

Our industry-leading advisor loyalty is supported by a commitment to our core, vision:

Orion Portfolio Solutions exists to help advisors build great businesses by enhancing their service to clients, increasing their operational efficiencies, and expanding their growth opportunities with freedom and flexibility.

Flexible Investment Options Some advisors find their value in managing their own investment portfolios. More often, advisors seek to

outsource that management to third-party money managers - giving them the freedom to focus on solving a wider range of financial challenges for clients.

We empower both groups.

Intuitive Technology We help advisors simplify their daily challenges through access to technology that is easy-to-use, affordable,

and scalable. We do that through deep partnerships with Orion Advisor Services and AdvisoryWorld.

Advisor Directed Advisors can build, maintain, and implement portfolios that match their firm’s unique investment philosophy.

• Automated reports and statements

• Personalized lee billing options

• Advisor-led robo technology

• +2700 no-load and load-waived mutual funds

• No transaction fee funds or ticket charges

• No minimums

• Automated deposit allocation

• Automated redemptions

• E-signature capabilities through DocuSign

• Intuitive advisor and client portals

• Flexible trading platform

• Focused network of due-diligence approved strategists

• Access to Market Movement Strategies - a unique way to diversify portfolios with three distinct strategies - strategic, tactical, diversifier - and prepare clients for various market scenarios

Strategist Directed Advisors can leverage our selective list of third party strategists to build and deliver model based portfolios with less administrative workload.

Process-Driven Proposal System Advisors enjoy access to a proposal system that combines the risk and market participation assessment directly with the portfolio builder, to help them more easily select investment options that align with each unique client.

Accessible Service We aim to provide accessible advisor and client support through close-knit regional support

and relationship management teams.

3 Regional Support Teams Accessible service teams, designed to quickly and accurately address daily advisor and client questions.

10 Regional Vice Presidents External sales managers, serving as the advisor’s primary point of contact, available for in-person meetings.

5 Advisor Relationship Managers Dedicated advisor support specialists, focused on providing in-depth advisor training and client management assistance.

10 Regional Sales Consultants Internal sales consultants, providing daily product guidance and support.

Partners

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