Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform
Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users, both through Communities, Orion’s model marketplace, and Orion Portfolio Solutions, a division of Orion Advisor Solutions and leading Turnkey Asset Management Program (TAMP), access to the pedigree and financial acumen of State Street’s Investment Solutions Group, creating value for their clients and cultivating low-cost growth opportunities in the midst of a global crisis.
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Orion Partners with @StateStreetGA to Expand Investment Program
The Investment Solutions Group, a 50+ member investment team that manages money for central banks, pension funds, sovereign wealth funds, endowments, and other large institutions, designs and manages each newly available portfolio. Situated in major finance hubs around the world, the team averages 15 years of investing experience across a wide swath of disciplines and perspectives. Advisors on Orion’s platform can now draw on Investment Solutions Group’s experience and thought leadership, through a diverse suite of asset allocation, tax-sensitive, and income strategies.
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Creating opportunities with long-term vision and tax sensitivity
Available on Communities and through Orion Portfolio Solutions, State Street’s Strategic Asset Allocation ETF Portfolios offering includes six model portfolios, spanning from conservative to maximum growth, and representing a distinct mix of SPDR ETFs. Built from the forecasts of State Street’s Investment Solutions Group, these portfolios provide global diversification based on their target balance of risk and return, helping advisors deliver a consistent investment approach with lower turnover and greater cost efficiency.
Users of Communities and Orion Portfolio Solutions can also access State Street’s Tax-Sensitive Strategic Asset Allocation ETF Portfolios, spanning from conservative to growth. These portfolios may help advisors capture the federal, state, and local tax advantages and lower default rates of municipal bonds located in the core U.S. bond exposure.
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