Orion Portfolio Solutions

Orion Portfolio Solutions is a US-based wealth manager and registered investment adviser located in Omaha, Nebraska. It is a subsidiary of Orion Advisor Solutions, Inc. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include wealth management, portfolio management, pension consulting, outsourced chief investment officer services, portfolio accounting, tax loss harvesting, and financial planning. The wealth manager advises individuals, banks or thrift institutions, pension, retirement, 529 educational savings and profit-sharing plans (other than plan participants), endowments, other pooled investment vehicles, trusts, estates, charitable institutions, and corporations. In 1999, when the founders of our legacy firm sought an investment accounting system that could meet the needs of a growing RIA, they concluded it did not exist. As a result, they made it their mission to develop the best portfolio management software on the market and launched Orion Advisor Technology.Read more ⏷