Orion's The Weighing Machine

In today’s episode, Rusty and Robyn talk to Vance Howard, CEO and Portfolio Manager of Howard Capital Management. Vance's professional money management career started in 1992 when he founded Chartered Financial Services, Inc. Before founding Howard Capital Management, Vance was also elected four times to Huntsville, Texas City Council and twice as mayor pro tem. His expertise lies in the implement...

In today’s episode, Rusty and Robyn talk with Harin de Silva, Portfolio Manager for the Analytics Investors Group at Wells Fargo Asset Management. Harin's focus as a portfolio manager is on equities and factor-based asset allocation strategies. He is also regarded as one of the top quantitative managers in the US and has received the prestigious Graham and Dodd Award of Excellence for his research...

In today’s episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital. Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions. Grant talks with R...

In today’s episode, Rusty and Robyn talk to Skip Schweiss, President of the Financial Planning Association (FPA). Skip has long been passionate about educating financial planners on how they can increase the value they provide to consumers. Before FPA, Skip oversaw TD Ameritrade’s retirement plan services business and public policy advocacy efforts among others. When not in his office, he's hiking...

In today’s episode, Rusty and Robyn talk to Scott Helfstein, Executive Director of Thematic Investing at ProShares. Scott's military background and investing expertise paved the way for understanding the complexity of decision-making and resource allocation for individuals, especially in times of uncertainty. Recently, his focus has been on helping people build thematic portfolios that can boost l...

In today’s episode, Rusty and Robyn talk to Sal Gilbertie, President and Chief Investment Officer at Teucrium Trading, LLC. Sal’s first experience in trading and brokering was at Cargill in the early 80’s. After getting some reps in, he realized that trading securities stocks wasn’t a long-term venture for him. He moved on from there to an ethanol futures desk, which traded about 30 different comm...

In today’s episode, Rusty and Robyn talk to Ken Sleeper, Co-Founder and Managing Director of Sierra Investment Management. Ken has been the industry’s go-to expert for advanced risk and portfolio management for decades. Unswayed by hype, Ken is known for making company decisions based on relevant information and remaining firm in his choices.  Ken talks with Rusty and Robyn about the secret behind...

In today's episode, Rusty and Robyn talk with Dave Lundgren, a 30-year investment veteran who is now the co-host of the Fill The Gap podcast. Dave is an expert in technical analysis strategies. He’s especially adept at watching trends and momentum swings in stock valuation. Currently, Dave serves on the CMT Association’s board of directors and is a private investor.  Dave talks with Rusty and Roby...

In today’s episode, Rusty and Robyn talk with Jake Gilliam, Head of Multi Asset Solutions at Charles Schwab & Co. Inc. Jake is a 20-year veteran at Charles Schwab, who has taken on a lot of different positions in his tenure, eventually landing in the multi-asset solutions group. The investment bug bit him early on as an intern with Schwab, and he never looked back.  Jake talks with Rusty and Robyn...

In today’s episode, Rusty and Robyn talk to Christopher King, Founder and CEO of Eaglebrook Advisors. Christopher King is a seasoned financial advisor who’s based in Jersey City, New Jersey. Together with his team at Eaglebrook Advisors, they provide digital asset-focused investment management solutions to wealth managers, RIAs, private banks, and institutions.  Chris talks with Rusty and Robyn ab...

In today’s episode, Rusty and Robyn talk with Ryan Issakainen, ETF strategist and SVP at First Trust Portfolios.  When Ryan graduated college, he spent nine weeks traveling Europe and hopped from temp job to temp job before landing at First Trust Portfolios. He realized pretty quickly that First Trust was a place he could happily grow into professionally. 22 years later, he’s certainly done so. In...

In today’s episode, Rusty and Robyn talk with Amy Magnotta, SVP and Head of Discretionary Portfolios at Brinker Capital Investments.  Amy landed a job in investments right out of college. While it wasn’t her ideal job, she learned a great deal about investments, particularly fixed income. After stints at BlackRock and Franklin Park, Amy joined Brinker in 2006 and hasn’t looked back. Today Amy mana...

In today’s episode, Rusty and Robyn talk with Jay Jacobs & Tom Driscoll of Global X ETFs in New York City. Jay is the Head of Research & Global Strategy while Tom leads model portfolio sales.  Jay’s goal at Global X ETFs is to develop a deep understanding of new industry products and share those insights with clients as products are released. In doing so, his team works to strategize the implement...

In today’s episode, Rusty and Robyn talk with Scott Ladner, Chief Investment Officer at Horizon Investments in North Carolina.  After majoring in economics and Russian literature in college, Scott decided that the financial industry was a better career path for him. He started as a derivatives and volatility trader for banks and hedge funds, before starting his own arbitrage hedge fund that eventu...

In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby. Show Notes: Brinker Capital Investments Blog Post: Positioning...

In today’s episode, we discuss all things commodities along with the risk and reward associated with this asset class and a few of the best ways advisors can invest in the market. We also recap the recent volatility in the fixed income markets and how those market moves could impact portfolios going forward. Guest: PIMCO’s Klaus Thuerbach 0956-OPS-3/22/2021

In today’s episode, we analyze various megatrends impacting global economies, how advisors can tap into these movements through ETFs and what goes into a good story. We also discuss monumental trends on the horizon and how/when these trends become investable. Guest: iShares’ Jeff Spiegel. 3194-OAS-11/24/2020

In today’s episode, we discuss the major headwinds impacting the market landscape in 2021, investing in fixed income today and risk management strategies. We also discuss how advisors can utilize behavioral finance to build client relationships and help navigate market uncertainty along with the practical implication of both strategies. Guest: Felipe Toews, Founder and CEO of Toews Asset Managemen...

In today’s episode, we discuss how advisors can tap into the growth of disruptive technologies and areas of innovation around the world. We also give an in-depth look at how these investment opportunities could remain attractive over the long-term. Guest: Main Management’s Kim Arthur. Show notes: Kim Arthur on The Weighing Machine - February 20, 2020. Main Management and Orion Webinar : “‘Four Leg...

In today’s episode, we dive head-first into the ETF landscape and what the future could hold for thematic, non-transparent and actively managed ETF strategies. We also discuss the tailwinds and potential headwinds facing these investments today, like direct indexing. Guest: ETF Flows’ Tom Lydon. Show notes: ETF Trends Working From Home FA Survey 3314-OAS-12/09/2020

In today’s episode, we give an in-depth look at the model marketplace, why more advisors are using model portfolios today and how these investment products can help advisors scale their business and enhance client relationships. Guest: Fidelity Investments’ Matthew Goulet. 3037-OAS-11/12/2020

In today’s episode, we discuss why the cybersecurity sector is an attractive investment play as the digital age continues to take shape, where advisors can find opportunities to hedge inflation in today’s market and how to position portfolios during and after election season. We also provide an indepth look at direct indexing and how it can help provide superior client service. Guest: Orion Adviso...

In today's episode, we discuss the upcoming election and its impact on the market, what headwinds face advisors during this time, how to address them, and tips to encourage investors to stay the course. Guest: Tim Holland of Binker Capital Investments. 2601-OAS-10/13/2020

On today’s episode, we’re joined by Jeff Mueller, portfolio manager at Polen Capital, who explains how his career in the Marines inspired him to get into the investing business. Jeff also gives an in-depth look at Polen Capital’s unique investment strategies, which are available on the Orion platform and how they work in today’s environment. 2514-OAS-10/01/2020

On the podcast today, we discuss how advisors should diversify their portfolios as volatility returns, inflation increases and Big Tech’s dominance is tested. We also share our economic outlook on the market & Orion’s latest wins at the 2020 Wealth Management Awards. 2452-OAS-09/24/2020