Orion Portfolio Solutions delivers turnkey asset management (TAMP), outsourced CIO (OCIO), custom indexing, proprietary investments, and wealth advisory services for financial advisors and institutions. It offers an open-architecture marketplace of third-party strategists, tailored allocation portfolios, trade desk support, and cash and credit solutions for high-net-worth clients. The platform also includes proprietary investments managed by Brinker Capital and advisor tools for practice growth.

Services include TAMP open architecture, proprietary investments through Brinker Capital, OCIO services, trade desk execution, custom indexing, and wealth advisory for high-net-worth practices. The platform helps advisors scale their investment operations while maintaining personalized client relationships.