Orion Portfolio Solutions
Overview
Orion Portfolio Solutions is a financial services firm that offers a comprehensive suite of investment management and technology solutions designed to empower financial advisors and institutions. Their platform integrates advanced technology with a wide range of investment options, enabling advisors to build and manage diversified portfolios tailored to their clients' needs. Orion's services include portfolio management, trading, reporting, and billing, all accessible through an intuitive, unified dashboard. The firm's investment offerings encompass various asset classes, including fixed income, equities, real estate, private equity, hedge funds, commodities, infrastructure, and venture capital. Orion's platform supports multiple investment stages, such as growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. This flexibility allows advisors to implement diverse investment strategies and meet the unique financial goals of their clients. Orion Portfolio Solutions is headquartered in Omaha, Nebraska, and serves clients across the United States. The firm is committed to providing innovative solutions that streamline operations and enhance the advisor-client relationship, supporting the growth and success of financial advisory businesses.
Investment Focus
- Accredited investors only
- Institutional clients preferred
- Long-term investment horizon
- Diversified portfolio approach
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Orion Portfolio Solutions
What sectors does Orion Portfolio Solutions invest in?
Orion Portfolio Solutions invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Hebron, United States. Orion Portfolio Solutions is listed as a institutional investor in the ConnectSafely investor database.
What stage does Orion Portfolio Solutions invest at?
Orion Portfolio Solutions backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Orion Portfolio Solutions invest in?
Orion Portfolio Solutions invests across United States.
Who are the partners at Orion Portfolio Solutions?
Team members listed for Orion Portfolio Solutions include Mike Hall (President) and Jamie Blair (Partner On-boarding Manager).
What companies has Orion Portfolio Solutions invested in?
Orion Portfolio Solutions's portfolio includes J.P. Morgan Asset Management, First Trust Advisors, Janus Henderson, Russell Investments, Potomac Fund Management, Brinker Capital Investments, Redtail Technology and Orion OCIO.
How do I contact Orion Portfolio Solutions?
Orion Portfolio Solutions's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
