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Inside the RIA Ecosystem: Orion Advisor Services

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A121389
Submitted by lina.zuluaga on Mon, 11/12/2018 - 16:12

Inside the RIA ecosystem.

Orion Advisor Services

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Eric Clarke, CEO, Orion Advisor Services

As we built our business over the years, I’ve noticed that our advisors truly care about the financial well-being of their clients.  They’re saddled with their concerns, their burdens, and the last thing that they want to deal with is the successful implementation of back office technology. So we take that responsibility off of their hands, allowing them to focus on their client relationships, and helping those clients meet those financial goals and objectives.

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Going independent means trading limitations for possibilities.

We talk to advisors every day that are frustrated by the walls that are being built up around them, the things that they can’t do, the networks that they can’t create, the services that they can’t provide to their clients. And as they transition towards independence, those walls come down, the barriers, they go away, the networks that they can create open up, and they find themselves in an environment of independence that thrives on working with services providers that have to compete to win their business, to help them succeed each and every day, as opposed to keep putting up barriers to keep them in their current situation.

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Independence is about doing right by clients and building value.

There are two things that advisors have a real advantage of when they go independent. The first is doing the right thing for the client, setting themselves up under a business model that allows them to act as a fiduciary and do what’s in their clients’ best interests. The second thing that it allows them to do is build value, because it allows them to build up the valuation of their firm over time, and have something that they can put a very successful plan in place for succession and ultimately transition that business off to continue providing best-in-class services to their clients.

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Large RIA firms are growing even larger.

We work with some of the largest investment advisors in the country, and those investment advisors are doing a phenomenal job at working with their clients, doing the right thing for their clients, and as that happens, they are really seeing their businesses grow. And the amount of scale that we have to provide as a tech provider has increased and it’s definitely a focus of our business as we move into the future, as well.

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Information as of November 16, 2017.

Information included during this video is intended to be an overview and is subject to change.

Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience.

Schwab does not provide legal, regulatory or compliance advice. Consult professionals in these fields to address your specific circumstance.

Schwab Advisor ServicesTM serves independent investment advisors and includes the custody, trading, and support services of Schwab.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. (0718-8HNR)

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