Orion's The Weighing Machine

Orion's The Weighing Machine

Orion Portfolio Solutions

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

Categories: Business

Listen to the last episode:

This week, Rusty Vanneman and Robyn Murray talk with Kim Arthur, Founding Partner, CEO and Portfolio Manager of Main Management. In this episode, we will discuss the evolution of Kim’s investment philosophy & decision making process. In addition, we discuss mental tips to stay disciplined, how to stay optimistic during challenging times and much more.

Previous episodes

  • 562 - Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine 
    Tue, 10 Jun 2025
  • 561 - Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing 
    Tue, 3 Jun 2025
  • 560 - Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living 
    Tue, 27 May 2025
  • 559 - Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer 
    Tue, 20 May 2025
  • 558 - Dustin Haygood of Aristotle - Value Investing and the Power of Patience 
    Tue, 13 May 2025
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