Aurora Asset Management Collaborates with Orion to Expand Access to Its Core Equity Portfolio
Aurora Asset Management is pleased to announce a new collaboration with Orion, a leading wealthtech solutions provider serving thousands of independent advisory firms nationwide. This collaboration enables Aurora’s Core Equity Portfolio to be accessed directly through the Orion Investment Portal, significantly expanding availability for advisors and their clients.
Why This Collaboration Matters
For years, financial advisors have expressed interest in incorporating Aurora’s high conviction equity strategies into their client offerings. While our investment philosophy and portfolio construction resonate strongly across the advisory community, a key barrier remained: we lacked a streamlined and scalable way to share our intellectual property and portfolio models with advisors in the platforms they use every day.
Our collaboration with Orion directly solves this challenge.
Through Orion’s model delivery capabilities, advisors can now seamlessly incorporate the Aurora Core Equity Portfolio into their existing workflows. This includes the ability to:
Access Aurora’s portfolio models directly within the Orion Investment Portal
Maintain discretion and control over client portfolios using Orion’s rebalancing tools
Leverage Aurora’s margin-of-safety investment process without operational friction
This development represents a meaningful step forward in aligning our investment expertise with the technology infrastructure advisors rely on.
What This Means for Advisors and Their Clients
Advisors seeking a disciplined, research-driven equity solution built on long-term fundamentals rather than short-term market fads now have a more accessible avenue for implementation. The Aurora Core Equity Portfolio is designed for investors who value:
High conviction security selection
A focus on long-term intrinsic value
A risk-conscious, margin-of-safety discipline
By making our portfolio available through Orion, advisors can deliver this approach with greater efficiency and more flexibility in how they manage client accounts.
Strengthening an Important Relationship
Orion has long been recognized for its commitment to empowering advisory firms with integrated technology, wealth solutions, and data-driven insights. Expanding our collaboration with a company that shares our dedication to advisor success reinforces our mission: to provide thoughtful and durable investment solutions that serve real client needs.
Learn More
For inquiries or partnership discussions, please feel free to reach out directly to Austin Crites.
Aurora Asset Management and Orion Advisor Solutions, Inc. (“Orion”) are not affiliated companies.
