Orion Expands ETF Lineup by Adding Dimensional Wealth Models 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 long-standing relationship with Dimensional Fund Advisors, a global leader in systematic investing, by bringing its newly launched Core ETF Wealth Models to the Orion Portfolio Solutions (OPS) platform.

“We’re excited to expand on our five-year collaboration with Dimensional as we bring an industry-leading, systematic, active manager to the OPS platform,” said Ryan Beach, President of Orion Wealth Management. “By adding Dimensional ETF models to the OPS platform, we’re delivering on our promise of providing advisors with a select, vetted list of premier third-party investment managers to use when building client portfolios.”

The Dimensional Core ETF Wealth Models provide financial advisors the ability to create portfolios using Dimensional’s systematic, active ETFs with six different asset allocations. All of the Dimensional models are available through the Orion Portfolio Solutions platform and Orion Model Marketplace. The models include:

• Dimensional Core ETF 100/0 Wealth Model
• Dimensional Core ETF 80/20 Wealth Model
• Dimensional Core ETF 60/40 Wealth Model
• Dimensional Core ETF 40/60 Wealth Model
• Dimensional Core ETF 20/80 Wealth Model
• Dimensional Core ETF 0/100 Wealth Model

“Dimensional has long appreciated the work of Orion, a firm that shares our dedication to providing comprehensive, dynamic support to quality financial advisors,” said Bryce Skaff, Co-Head of Dimensional’s Global Client Group. “For over 30 years, Dimensional has brought robust solutions and vast resources to market for advisors, and we believe this collaboration with Orion will help us better serve a broader array of advisor relationships.”

Dimensional’s models and investment solutions are designed to put decades of empirical and theoretical research to work across an investor’s portfolio. The strategies that comprise these models pair aspects of indexing—low costs, broad diversification, and low turnover—with an active daily implementation that seeks to maintain a focus on a strategy’s investment objectives.

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 trillion in assets under administration and $56 billion of wealth management platform assets (as of Sept. 30, 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 www.orion.com.

About Dimensional Fund Advisors

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of June 30, 2022, Dimensional manages $575 billion for investors worldwide. For more information, please visit dimensional.com.

2317-OPS-11/30/2022