Expanded collaboration empowers advisors to deliver customized, tax-aware portfolios backed by world-class investment research
Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the addition of a diverse lineup of separately managed accounts (SMAs) and model portfolios from J.P. Morgan Asset Management to Orion’s platforms.
With these new offerings, advisors can deliver a more tailored, tax-efficient investment experience powered by one of the industry’s most respected asset managers. The launch includes five equity SMAs, along with J.P. Morgan Asset Management’s Strategic and Tactical ETF Model Portfolios—designed to suit different investing styles and market outlooks.
“We’re excited to bring J.P. Morgan’s SMA and model portfolio strategies to the Orion platform, offering advisors even greater flexibility and choice when building portfolios for their clients,” said Ron Pruitt, President of Orion Wealth Management. “By expanding the range of high-quality, professionally managed strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence.”
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Now available through Orion’s platforms within their Unified Managed Account (UMA) portfolio structure:
J.P. Morgan SMAs:
- Large Cap Growth SMA
- Equity Income SMA
- Growth Advantage SMA
- Large Cap Leaders SMA
- U.S. Equity SMA
J.P. Morgan Model Portfolios:
- Strategic ETF Models
- Tactical ETF Models
“As the industry evolves and personalization becomes more important, we’re excited to work with Orion on this expanded offering,” said Stephen Kaplan, Head of Customized Solutions at J.P. Morgan Asset Management. “We’re pleased to bring the strength of our investment capabilities to more RIAs through SMAs and model portfolio solutions on Orion’s growing platform.”
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