Robasciotti & Philipson, a comprehensive wealth management firm based in San Francisco, is dedicated to more than selling financial products and bringing in commissions. By aligning client values, goals, and feelings about financial security with personal investment strategies, they’re able to do what’s most important to them: serve women, people of color, and members of the LGBTQ+ community.
In 2009, Cumrine decided to break-away from JP Morgan to start Cumrine & Co., an independent wealth management firm providing investment management and insurance solutions for individuals and families. Since that time, Cumrine has expanded the scope of his practice to include comprehensive wealth management services as a fiduciary–see how Orion helped propel their growth.
Relying on Orion as a core part of their technology and operational stack provides clear advantages to Hemington Wealth Management and the high-net-worth clients they serve. See how Orion has enabled the firm to focus on client-facing aspects of support while delivering a state-of the-art experience.
Orion’s trading platform has given Silver Oak the edge it needs to remain true to its goal of remaining price-competitive. As a general trend, Hopkins sees many advisors moving from third-party money managers to more holistic portfolio solutions, which benefits his firm. Download this Case Study to read their story!
BAM Advisor Services utilizes Orion’s technology platform to provide integrated services, flexible reporting, and customized support for more than 130 independent wealth management firms and $33 billion in assets under administration. Download this case study to see first hand how BAM Advisor Services uses Orion’s technology to scale their business.
Your clients want to keep as much of their money as possible.You want your firm to stand out in today’s competitive market. Generating tax alpha does both. In this whitepaper, we’ll share the secrets to strategically creating tax alpha for your clients, adding value to their portfolios and to your practice.
As Orion became cloud-based and offered additional capabilities, Potomac Fund Management moved their trading from their custodian, to Orion. This newly offered trading tool provided a streamlined way for Potomac to manage their seven managed account investment strategies, and cut their trading time by 50 percent.