Expand your Investment Offering with Third-Party Investment Models

Orion Communities is an investment model marketplace that marries unprecedented access to leading strategist models for fixed income, equities, and alternatives. With greater investment options spanning brand, boutique, and emerging strategists, Orion advisors are empowered with the flexibility to make more personalized investment decisions—specific to each client’s risk tolerance and goals.

Take advantage of the extensive investment research on vetted strategies

Assign models in Orion’s trading tools in seconds

Retain full trading authority to accept or deny strategist model changes

Create blended models through a combination of third-party or in-house strategies

Subscribe in 5 Easy Steps

Review strategists through advanced filters─like model theme and risk score

Agree to strategist terms and subscribe to the desired model(s)

Update any portfolio(s) in Orion’s trading tools with the strategist model(s)

Rebalance your portfolio(s) with the strategist model(s)

Automatically receive strategist allocation updates to be accepted or denied

A Few of Our Strategists

Learn how to transform you investment management process with leading third-party strategist models.

*Certain models may be subject to subscription fees. Any applicable subscription fee is disclosed in the Communities platform under View Model Details for a particular model. If enrolled in a model with fees, the model fees are assessed quarterly based on the average daily balance of the subscribed assets and will be invoiced through Equity Advisor Solutions custodial invoice. Additional fees for access to the program can be assessed by Equity Advisor Solutions. Please contact EAS sales to speak with the Regional VP for your region.