How Halal Custom Indexing Works

  • 01

    Select Your Strategy

    This is where you select your strategy. Choose an index for your target market exposure.

  • 02

    Unwrap the Strategy

    Technology unwraps the index into a separately managed account holding individual Halal securities.

  • 03

    Customize Your Portfolio

    Customizations include tax  handling, security controls, and ESG factors.

  • 04

    Professionally Managed

    Continuous monitoring for tax-loss harvesting, rebalancing, and market-driven adjustments.

Why Halal Custom Indexing Works

HCI allows you to align your investments to your values.

01

The Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) aims to enhance the transparency, efficiency, and stability of the Islamic finance industry.

02

Primary business is not involved with conventional finance, gambling, pork, liquor, or other impermissible industries/activities.

03

Memorandum of association does not include any prohibited objectives.

04

Debt-based financing: < 30% of market cap. Impermissible income: < 5% of total revenue

Halal Portfolio Preferences

Many factors are used when designing the halal-customized allocation throughout your portfolio. Your personal factors applied to the Shari'ah-compliant customization include but are not limited to:

  • Services
    Load all exclusions
  • Financial Services
    Excluded
  • Gambling
    Excluded
  • Cannabis
    Excluded
  • Alcoholic Beverages
    Excluded
  • Pork Products
    Excluded
  • Controversial Weapons
    Excluded
  • Military (Weapons) 
    Excluded
  • Nuclear
    Excluded
  • Military (Non-Weapons) 
    Excluded
  • Small Arms
    Excluded
  • Tabacco Products
    Excluded
  • Adult Entertainment
    Excluded
  • Abortion
    Excluded
Expend to see all exclusions
  • Customized

    Just like your fingerprint, your investment objectives are unique. By incorporating your preferences, values, and goals, we create a personalized solution tailored to you.

  • Tax-Efficient

    Through a tax-managed approach, we can transition assets tax-effectively, set capital-gains budgets, and provide proactive tax-loss harvesting to help improve returns and reduce taxes.

  • Tech-Enabled

    With access to our premier tech suite, your advisor has full control of your personalized investment needs and can streamline trading, reporting, and simplified account maintenance.

Halal Custom Indexing cycle

Tax Opportunities

A personalized approach to tax management, Custom Indexing is a solution that is:

Feature

Mutual Funds

ETFs

Load all exclusions

Professionally Managed

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Low Fees

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Transparency

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Investment Customization

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Personalized Values-Based Restrictions

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Tax Harvesting

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Tax Transitioning

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Investing Strategies

At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth. All our plans includes the following perks.
Core Equity Startegy
Core Equity Startegy

US Large Cap Growth

check-icon
The strategy provides broad exposure to companies across the entire U.S. market- cap spectrum
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Core Equity
Top 10 Holdings
  • Apple Inc.
    6.2%
  • Microsoft Corporation
    5.2%
  • NVIDIA Corporation
    4.9%
  • Amazon.com, Inc.
    4.1%
  • Meta Platforms Inc Class A
    2.7%
  • Alphabet Inc. Class A
    2.2%
  • Tesla, Inc.
    1.9%
  • Broadcom Inc.
    1.8%
  • Eli Lilly and Company
    1.5%
  • Exxon Mobil Corporation
    1.5%
Portfolio Management Team
Andrew Rosenberger
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Ryan
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
Mega Strategy
Mega Strategy

US Large Cap Growth

check-icon
The strategy provides exposure to the 200 largest U.S. public companies
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Mega Cap

Portfolio Highlights

Russell Top 200 - img
Top 10 Holdings
  • Apple Inc.
    8.6%
  • NVIDIA Corporation
    7.1%
  • Microsoft Corporation
    6.8%
  • Amazon.com, Inc.
    5.0%
  • Meta Platforms Inc Class A
    3.6%
  • Alphabet Inc. Class A
    2.4%
  • Alphabet Inc Class C
    2.3%
  • Broadcom Inc.
    2.2%
  • Eli Lilly and Company
    2.1%
  • Tesla Inc
    2.1%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Tech Leaders Strategy
Tech Leaders Strategy

US Large Cap Growth

check-icon
The strategy provides broad exposure to largest companies trading on the NASDAQ exchange
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
NASDAQ 100

Portfolio Highlights

Nasdaq 100
Top 10 Holdings
  • Apple Inc.
    9.6%
  • Microsoft Corporation
    7.7%
  • NVIDIA Corporation
    7.6%
  • Amazon.com, Inc.
    6.6%
  • Broadcom Inc.
    4.4%
  • Meta Platforms Inc Class A
    3.9%
  • Tesla, Inc.
    3.6%
  • Alphabet Inc. Class A
    3.1%
  • Alphabet Inc. Class C
    2.9%
  • Costco Wholesale Corporation
    2.7%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Growth Strategy
Growth Strategy

US Large Cap Growth

check-icon
The strategy provides broad exposure to U.S. mid and large capitalization companies that exhibit attractive growth characteristics relative to the market
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Russel 1000 Value
Top 10 Holdings
  • Apple Inc.
    12.6%
  • NVIDIA Corporation
    10.3%
  • Microsoft Corporation
    9.9%
  • Amazon.com, Inc.
    7.1%
  • Meta Platforms Inc Class A
    5.2%
  • Alphabet Inc. Class A
    3.4%
  • Broadcom Inc.
    3.2%
  • Alphabet Inc. Class C
    2.9%
  • Tesla, Inc.
    2.7%
  • Eli Lilly and Company
    2.5%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Equity Income Strategy
Equity Income Strategy

US Large Cap Growth

check-icon
The strategy provides broad exposure to U.S. mid and large capitalization companies that exhibit attractive growth characteristics relative to the market
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Dividend Income ESG

Portfolio Highlights

Russel 1000 Value
Top 10 Holdings
  • Accenture Plc Class A
    4.2%
  • Texas Instruments Incorporated
    4%
  • CNH Global NV
    3.6%
  • Cummins Inc
    3.6%
  • International Business Machines
    3.3%
  • Automatic Data Processing Inc
    3.1%
  • Johnson & Johnson
    3%
  • AvalonBay Communities Inc
    3%
  • Ferguson Plc Ord
    2.9%
  • Home Depot Inc
    2.9%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.

Investing Strategies

At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth. All our plans includes the following perks.
Core Equity Startegy
Core Equity Startegy

US Large Cap Growth

check-icon
The strategy provides broad exposure to companies across the entire U.S. market- cap spectrum
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Core Equity
Top 10 Holdings
  • Apple Inc.
    6.2%
  • Microsoft Corporation
    5.2%
  • NVIDIA Corporation
    4.9%
  • Amazon.com, Inc.
    4.1%
  • Meta Platforms Inc Class A
    2.7%
  • Alphabet Inc. Class A
    2.2%
  • Tesla, Inc.
    1.9%
  • Broadcom Inc.
    1.8%
  • Eli Lilly and Company
    1.5%
  • Exxon Mobil Corporation
    1.5%
Portfolio Management Team
Andrew Rosenberger
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Ryan
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
Mega Strategy
Mega Strategy

US Large Cap Growth

check-icon
The strategy provides exposure to the 200 largest U.S. public companies
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Mega Cap

Portfolio Highlights

Russell Top 200 - img
Top 10 Holdings
  • Apple Inc.
    8.6%
  • NVIDIA Corporation
    7.1%
  • Microsoft Corporation
    6.8%
  • Amazon.com, Inc.
    5.0%
  • Meta Platforms Inc Class A
    3.6%
  • Alphabet Inc. Class A
    2.4%
  • Alphabet Inc Class C
    2.3%
  • Broadcom Inc.
    2.2%
  • Eli Lilly and Company
    2.1%
  • Tesla Inc
    2.1%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Tech Leaders Strategy
Tech Leaders Strategy

US Large Cap Growth

check-icon
The strategy provides broad exposure to largest companies trading on the NASDAQ exchange
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
NASDAQ 100

Portfolio Highlights

Nasdaq 100
Top 10 Holdings
  • Apple Inc.
    9.6%
  • Microsoft Corporation
    7.7%
  • NVIDIA Corporation
    7.6%
  • Amazon.com, Inc.
    6.6%
  • Broadcom Inc.
    4.4%
  • Meta Platforms Inc Class A
    3.9%
  • Tesla, Inc.
    3.6%
  • Alphabet Inc. Class A
    3.1%
  • Alphabet Inc. Class C
    2.9%
  • Costco Wholesale Corporation
    2.7%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Growth Strategy
Growth Strategy

US Large Cap Growth

check-icon
The strategy provides broad exposure to U.S. mid and large capitalization companies that exhibit attractive growth characteristics relative to the market
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Russel 1000 Value
Top 10 Holdings
  • Apple Inc.
    12.6%
  • NVIDIA Corporation
    10.3%
  • Microsoft Corporation
    9.9%
  • Amazon.com, Inc.
    7.1%
  • Meta Platforms Inc Class A
    5.2%
  • Alphabet Inc. Class A
    3.4%
  • Broadcom Inc.
    3.2%
  • Alphabet Inc. Class C
    2.9%
  • Tesla, Inc.
    2.7%
  • Eli Lilly and Company
    2.5%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Equity Income Strategy
Equity Income Strategy

US Large Cap Growth

check-icon
The strategy provides broad exposure to U.S. mid and large capitalization companies that exhibit attractive growth characteristics relative to the market
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Dividend Income ESG

Portfolio Highlights

Russel 1000 Value
Top 10 Holdings
  • Accenture Plc Class A
    4.2%
  • Texas Instruments Incorporated
    4%
  • CNH Global NV
    3.6%
  • Cummins Inc
    3.6%
  • International Business Machines
    3.3%
  • Automatic Data Processing Inc
    3.1%
  • Johnson & Johnson
    3%
  • AvalonBay Communities Inc
    3%
  • Ferguson Plc Ord
    2.9%
  • Home Depot Inc
    2.9%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.

Investing Strategies

At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth. All our plans includes the following perks.
Core Equity Startegy

US Large Cap Growth

  • check-icon
    The strategy provides broad exposure to companies across the entire U.S. market- cap spectrum
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Core Equity
Top 10 Holdings
  • Apple Inc.
    6.2%
  • Microsoft Corporation
    5.2%
  • NVIDIA Corporation
    4.9%
  • Amazon.com, Inc.
    4.1%
  • Meta Platforms Inc Class A
    2.7%
  • Alphabet Inc. Class A
    2.2%
  • Tesla, Inc.
    1.9%
  • Broadcom Inc.
    1.8%
  • Eli Lilly and Company
    1.5%
  • Exxon Mobil Corporation
    1.5%
Portfolio Management Team
Andrew Rosenberger
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Ryan
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Mega Strategy

US Large Cap Growth

  • check-icon
    The strategy provides exposure to the 200 largest U.S. public
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Mega Cap

Portfolio Highlights

Russell Top 200 - img
Top 10 Holdings
  • Apple Inc.
    8.6%
  • NVIDIA Corporation
    7.1%
  • Microsoft Corporation
    6.8%
  • Amazon.com, Inc.
    5.0%
  • Meta Platforms Inc Class A
    3.6%
  • Alphabet Inc. Class A
    2.4%
  • Alphabet Inc Class C
    2.3%
  • Broadcom Inc.
    2.2%
  • Eli Lilly and Company
    2.1%
  • Tesla Inc
    2.1%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Tech Leaders Strategy

US Large Cap Growth

  • check-icon
    The strategy provides broad exposure to largest companies trading on the NASDAQ exchange
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
NASDAQ 100

Portfolio Highlights

Nasdaq 100
Top 10 Holdings
  • Apple Inc.
    9.6%
  • Microsoft Corporation
    7.7%
  • NVIDIA Corporation
    7.6%
  • Amazon.com, Inc.
    6.6%
  • Broadcom Inc.
    4.4%
  • Meta Platforms Inc Class A
    3.9%
  • Tesla, Inc.
    3.6%
  • Alphabet Inc. Class A
    3.1%
  • Alphabet Inc. Class C
    2.9%
  • Costco Wholesale Corporation
    2.7%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Growth Strategy

US Large Cap Growth

  • check-icon
    The strategy provides broad exposure to U.S. mid-and-large capitalization companies that exhibit attractive growth characteristics relative to the market
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Russel 1000 Value
Top 10 Holdings
  • Apple Inc.
    12.6%
  • NVIDIA Corporation
    10.3%
  • Microsoft Corporation
    9.9%
  • Amazon.com, Inc.
    7.1%
  • Meta Platforms Inc Class A
    5.2%
  • Alphabet Inc. Class A
    3.4%
  • Broadcom Inc.
    3.2%
  • Alphabet Inc. Class C
    2.9%
  • Tesla, Inc.
    2.7%
  • Eli Lilly and Company
    2.5%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.
Equity Income Strategy

US Large Cap Growth

  • check-icon
    The strategy provides broad exposure to U.S. mid-and-large capitalization companies that exhibit attractive growth characteristics relative to the market
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Dividend Income ESG

Portfolio Highlights

Russel 1000 Value
Top 10 Holdings
  • Accenture Plc Class A
    4.2%
  • Texas Instruments Incorporated
    4%
  • CNH Global NV
    3.6%
  • Cummins Inc
    3.6%
  • International Business Machines
    3.3%
  • Automatic Data Processing Inc
    3.1%
  • Johnson & Johnson
    3%
  • AvalonBay Communities Inc
    3%
  • Ferguson Plc Ord
    2.9%
  • Home Depot Inc
    2.9%
Portfolio Management Team
Andrew Rosenberger, CFA
Andrew Rosenberger
CFA
Head of Orion Custom Indexing
20 years industry experience
B.S. - Economics, Pennsylvania State University
Jamie Susanin
Jamie Ryan
CFA
Senior Portfolio Manager
8 years industry experience
B.A.- Economics, Dartmouth College
To download the full fact sheet, please access the form below.
Access NoorVest Fact Sheet 2025.

Experienced OCIO Custom Indexing Team

Andrew Rosenberger
CFA

Andrew is Head of Custom Indexing at Orion. He oversees the management and monitoring of all investments under Orion’s Custom Indexing team.

Read More
Frank Nickel
CFA

Frank Nickel is Head of Disciplined Equity at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

Read More
Thomas LaBarbera
CFA

Thomas J. LaBarbera, is a Quantitative Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

Read More
Jamie Ryan
CFA

Jamie Susanin, CFA is a Senior Portfolio Manager – Custom Indexing at Brinker Capital Investments, an Orion company.

Read More
Nick Boylan

Nick Boylan is a portfolio manager at Brinker Capital Investments, an Orion Company.

Read More
Chris Malsam

Chris Malsam is a quantitative portfolio manager at Orion Advisor Solutions.

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Chad Fox

Chad Fox is an Investment Strategist at Orion Advisor Solutions.

Read More