Orion Portfolio Solutions provides a curated advisor experience when it comes to selecting investment strategies and constructing portfolios. It’s called Market Cycle Mandates.
Rusty Vanneman lays out the methodology and the science behind it HERE and HERE. It boils down to gauging each client's cyclical tolerance and then weighting the portfolio exposure accordingly.
You ask:
Global markets, though volatile, have historically been great engines for long-term wealth creation. Should a portion of your portfolio be exposed to the returns and volatility associated with these markets?
Would you expect a portion of your portfolio to be actively managed during periods of market volatility?
Should a portion of your portfolio be excluded from market movement during periods of market declines?
The system does the rest. It's a great way to build confidence across the advisory relationship. If you'd like to talk to Orion about how it works, the VIP Messenger is always just one click away.
