<p>Rusty is joined by CLS Directors of Research and Senior Portfolio Managers Grant Engelbart, CFA, CAIA, and Kostya Etus, CFA, to discuss the return of active management, lingering fears of a recession, how to measure risk, and finding diamonds in the rough. This week’s guest is Orion Chief Operating Officer Ryan Beach. Ryan talks about...</p>

Rusty is joined by CLS Directors of Research and Senior Portfolio Managers Grant Engelbart, CFA, CAIA, and Kostya Etus, CFA, to discuss the return of active management, lingering fears of a recession, how to measure risk, and finding diamonds in the rough. This week’s guest is Orion Chief Operating Officer Ryan Beach. Ryan talks about...

Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. 

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).

Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.

0503-OPS-3/4/2024

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Investing

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

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Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine

Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine

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