Our Partners

To bring Orion Portfolios to our clients, we have partnered with three of the most well-known and highly respected firms in the world.

Dimensional Fund Advisors (DFA) is a leading global investment firm with 11 offices around the world and $378 billion in assets under management.  For more than 30 years Dimensional has been translating compelling research into practical investment solutions.

Without our clients’ confidence in the location and security of their assets, we have no business. Orion’s custodians, TD Ameritrade Institutional and Pershing LLC, are recognized leaders in the registered investment advisor custodian business.

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