Streamline trade operations with an experienced team.
Get a full-service trading desk that includes execution of our curated manager strategies or your own custom and/or outside money manager models.
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:
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.
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.
Compliance Code: 2 3 5 4, Town Square Capital, August 25, 2023
