Portfolio value with our flat annual fee: $0
Portfolio value with current asset manager: $0
Money lost in AUM fees: $0
Andrew is Head of Custom Indexing at Orion. He oversees the management and monitoring of all investments under Orion’s Custom Indexing team.
Frank Nickel is Head of Disciplined Equity at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.
Thomas J. LaBarbera, is a Quantitative Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.
Jamie Susanin, CFA is a Senior Portfolio Manager – Custom Indexing at Brinker Capital Investments, an Orion company.
Nick Boylan is a portfolio manager at Brinker Capital Investments, an Orion Company.
Chris Malsam is a quantitative portfolio manager at Orion Advisor Solutions.
Chad Fox is an Investment Strategist at Orion Advisor Solutions.