Orion Expands Advisor Access to Clark Capital’s Navigator® Total Wealth Strategies on the Orion Portfolio Solutions Platform
Orion Advisor Solutions has expanded advisor access to Navigator® Total Wealth Strategies from Clark Capital Management Group, an independent asset manager, via its Orion Portfolio Solutions (OPS) platform.
- Orion Advisor Solutions has expanded advisor access to Navigator® Total Wealth Strategies from Clark Capital Management Group, an independent asset manager, via its Orion Portfolio Solutions (OPS) platform.
- The strategies, previously exclusive to OPS clients who custody assets with Schwab, are now also accessible for advisors with custody at Fidelity.
- Ryan Beach, President of Orion Wealth Management, said, “We’re excited to expand advisor access to Clark Capital’s Navigator® Total Wealth Strategies, offering more options to use their custodian of choice at Orion.
- “We designed Total Wealth Strategies to help enhance and protect clients’ wealth, so they can stay on track to achieve their unique goals and objectives,” said Chris Cullen, CIMA®, EVP and Chief Distribution Officer, Clark Capital.