ORION Portfolio Solutions (OPS)

Orion Portfolio Solutions is a Solid Choice and a great company.

They do 2 things very well.

• Offer a wide variety of investment options. (Maybe too many)
• And they offer state-of-the-art technology that we see more and more advisors adopting.

Where I think Symmetry differs is :

• We simplify the investment choices with the investment options.
• As well as offer an enhanced version of the same technology in a more cost-efficient way.

If, as you do your due diligence, find that you have the time to roll up your sleeves to learn the technology and wade through the many managers, then OPS is the right path, but if you see yourself wanting the support of a super user of the technology and a case design team to support your business then please allow us to show you how we have helped 100’s of advisors like you.