Orion Bolsters Investment Lineup With 50+ Outcomes Focused BlackRock Model Strategies

New portfolios meet growing investor demand for tailored ESG, fixed income, and tax efficient solutions

OMAHA, Neb.--(BUSINESS WIRE)--To continue growing in a remote service world, advisors need scale without sacrificing individualized investment options. Orion Advisor Solutions has deepened its partnership with BlackRock, bringing to its platform a greater and more diverse range of BlackRock model portfolios designed to fit the unique needs and priorities of individual investors.

Orion, architect of the tech-enabled fiduciary process that empowers the advisor-client journey by enabling advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today introduces more than 50 new BlackRock investment strategies. They are available through Communities, Orion’s model marketplace, and through Orion Portfolio Solutions, Orion’s turnkey asset management program (TAMP).

“The inclusion of these new strategies is a major step on our roadmap to diversify the types of investment strategies on our platform,” said Rusty Vanneman, Orion’s chief investment officer. “BlackRock’s offerings are ideal for advisors who need the benefits of scale along with model strategies they can tailor to a client’s priorities and financial goals.”

“We have supported Orion Communities with BlackRock strategies since its inception, and we’re excited to expand our offering on both Communities and Orion Portfolio Solutions,” said Greg Weiss, Head of Managed Accounts at BlackRock.

All of the strategies are available through Communities, while some are additionally available through Orion Portfolio Solutions. They include the following portfolio families, each comprised of a spectrum of models from conservative to aggressive allocations:

• BlackRock Target Allocation ESG ETF Portfolios*
• BlackRock Target Allocation ETF Portfolios*
• BlackRock Target Allocation Tax-Aware ETF Portfolios*
• BlackRock Multi-Asset Income MF/ETF Portfolios*
• BlackRock Multi-Asset Income MF/ETF Tax Aware Portfolios*
• BlackRock Multi-Asset Income Multi-Manager Portfolios
• BlackRock Target Income ETF Portfolios
• BlackRock Target Allocation Multi-Manager ETF Portfolios
• BlackRock GA Selects Portfolios
• BlackRock GA Selects Tax-Aware Portfolios
• BlackRock Long Horizon MF Portfolios

*Available through Orion Portfolio Solutions in addition to Communities.

To learn more about BlackRock’s expanded lineup of strategies available through Communities, visit here. For more information about BlackRock’s new strategies available through Orion Portfolio Solutions, visit here.

About Orion Advisor Solutions

Orion Advisor Solutions is the 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, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success. As a result, Orion supports more than 2,100 advisory firms with $1.3 trillion in assets under administration and an additional $44 billion of combined assets (Orion Portfolio Solutions and Brinker Capital) on the open architecture TAMP, making Orion 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 www.orion.com.

2962-OAS-11/06/2020