Market Cycle Advised Mandate Portfolio Recipe

Now with three years of track record, the Market Cycle Advised Mandates (MCAM), portfolios are designed to help guide your clients to the right portfolio based on their unique risk tolerance, market participation attitudes, and investment goals. MCAM delivers actively managed, UMA portfolios that align with investor expectations and embody our three-mandate investment process.

Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, BFA, Investment Research Analyst, Ben Vaske, BFA, and Lead Advisor Consultant, Gerald Matzke to hear how you will find allocations that are representative of the models, strategists, and characteristics that are broadly found on the OPS platform in one “easy button” within each portfolio.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.

For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC a registered investment advisor. Brinker Capital Investments, LLC a registered investment advisor.

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