222 episodes
Orion's The Weighing Machine Orion Portfolio Solutions
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- Business
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4.6 • 20 Ratings
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines.
Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).
The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.
Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.
0503-OPS-3/4/2024
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Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market with Matt Brown of CAIS
This week, Rusty and Robyn talk with Matt Brown, Founder and CEO at CAIS. In this episode, we take a closer look at Alternative Investments and what is ahead for Alternative strategies. We will also discuss how Alternatives have changed, how technology is transforming the way people invest in them, the biggest opportunities in the space and much more. Learn more at orion.com.
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Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024 with Jason Mertz of AllianceBernstein
This week, Rusty and Robyn talk with Jason Mertz, Director and Fixed Income Investment Strategist at AllianceBernstein in New York. In this episode, we take a closer look at the Muni Market and Municipal Bonds in particular. We will also learn how to manage volatility in the Muni Market and about the benefits of a custom, separate account. In addition, we will discuss trading alpha, speed alpha, tax alpha and much more.
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ETFs: Their Impressive Growth and the Future of the Industry with Eduardo Repetto of Avantis Investors
This week, Rusty Vanneman and Robyn Murray talk with Eduardo Repetto, Chief Investment Officer at Avantis Investors. This week, we will dig into some of the latest trends and developments in the ETF markets, take a look at which ETF strategies are growing fast and discuss how to build long term, resilient portfolios.
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Diversifying Asset Classes: What Are They and Why Do You Want Them With Josh Flade of Orion
This week, Rusty Vanneman talks with Josh Flade, deputy CIO at Orion, head of diversifying asset classes, senior portfolio manager and head of Orion Fixed Income. We look specifically at diversifying asset classes and the value they can add to your portfolio. In addition, we will talk a bit more in depth about Fixed Income and why many investors prefer Fixed Income separate accounts over funds. Lastly, we will discuss alternative investments. Learn more at orion.com.
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Direct Indexing: How it Works and What You Need to Know About it with Frank Nickel and Tom LaBarbera from Orion
This week, Rusty Vanneman and Robyn Murray talk with Frank Nickel and Tom LaBarbera from Orion Portfolio Solutions. This week, we take a thorough look at Direct Indexing and what you need to know about it. Specifically, we will discuss customized and model based direct indexing, as well as risk management and much more. Learn more at orion.com.
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Let’s Talk Crypto with Chris King of Eaglebrook Advisors
This week, Rusty Vanneman and Robyn Murray talk with Chris King, founder and CEO of Eaglebrook Advisors. We take a look at the basic argument for digital assets, the future of Bitcoin, Bitcoin SMAs and ETFs, how to allocate to crypto and much more.
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