Orion Expands Advisor Access to Fixed Income by Adding BlackRock Fixed Income SMAs to the Orion Portfolio Solutions Platform

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has strengthened its extensive partnership with BlackRock, the world’s largest asset manager, by bringing its Fixed Income separately managed accounts (SMAs) to the Orion Portfolio Solutions (OPS) platform.

“We’re excited to expand on our collaboration with BlackRock as we bring its professionally managed Fixed Income SMAs to the OPS platform,” said Ryan Beach, President of Orion Wealth Management. “BlackRock is the first fixed income SMA manager on the OPS platform with strategies that are accessible to all types of investors, not just high net worth individuals. This is one more way Orion is delivering on our promise of providing advisors with a broad investment line-up to build well-diversified portfolios that are customized to investors’ unique needs.”

BlackRock’s Fixed Income SMAs are available through the Orion Portfolio Solutions platform within its Unified Managed Account (UMA) portfolio structure. This includes:

• Intermediate Municipal Fixed Income
• Intermediate Taxable Fixed Income
• Laddered Municipal Fixed Income 1-5 Year
• Laddered Municipal Fixed Income 1-10 Year
• Corporate Fixed Income Ladder 1-5 Year
• Corporate Fixed Income Ladder 1-10 Year

An investment approach focused on preservation of capital and income; fixed income can offer a steady stream of income with less risk than stocks.

Orion Portfolio Solutions, LLC a registered investment advisor.

0239-OPS-1/27/2023

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the combined platform services $3.7 trillion in assets under administration and $60 billion of wealth management platform assets (as of Dec. 31, 2022). Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at orion.com.

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock.