Orion's The Weighing Machine

Orion's The Weighing Machine

Orion Portfolio Solutions

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

Categories: Business

Listen to the last episode:

This week, Rusty and Robyn talk with John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. In this episode, we discuss how to evaluate managers and strategies, how to prepare for a manager due diligence meeting, what can go wrong in a meeting and much more.

Previous episodes

  • 525 - The Brinker Due Diligence Team - Due Diligence and How to Do it Right 
    Tue, 24 Sep 2024
  • 524 - Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing 
    Tue, 17 Sep 2024
  • 523 - Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? 
    Tue, 10 Sep 2024
  • 522 - Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History 
    Tue, 3 Sep 2024
  • 521 - Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities 
    Tue, 27 Aug 2024
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