Investing News And Commentary

Viewing posts from July, 2015

July 24, 2015

Getting To Know Orion

We recently created a series of videos to give more detail about founder Peter Thoms, to explain why he founded Orion and his goals for best serving clients, and to take another look at our investment strategy.

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July 17, 2015

Another Way Dimensional Gets an Edge on Index Funds

As an independent investment management firm, we could construct our Orion Portfolios with funds from any of the 750 or so companies in the U.S. that offer mutual funds.  Yet we have chosen to use Dimensional funds exclusively for the building blocks of our asset allocation strategies.  Why?

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July 2, 2015

Why We Use DFA in Our Portfolios

At Orion Portfolios, we construct and manage globally-diversified portfolios that focus their exposure on securities that have characteristics that have been shown through research to have higher expected returns.  We have chosen the funds from Dimensional Fund Advisors (DFA) as the building blocks for our portfolios for reasons that we have described extensively on our Why DFA? page.

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