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.
“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”
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.
