Expanded collaboration empowers advisors to deliver customized, tax-aware portfolios backed by world-class investment research

Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the addition of a diverse lineup of separately managed accounts (SMAs) and model portfolios from J.P. Morgan Asset Management to Orion’s platforms.

With these new offerings, advisors can deliver a more tailored, tax-efficient investment experience powered by one of the industry’s most respected asset managers. The launch includes five equity SMAs, along with J.P. Morgan Asset Management’s Strategic and Tactical ETF Model Portfolios—designed to suit different investing styles and market outlooks.

“We’re excited to bring J.P. Morgan’s SMA and model portfolio strategies to the Orion platform, offering advisors even greater flexibility and choice when building portfolios for their clients,” said Ron Pruitt, President of Orion Wealth Management. “By expanding the range of high-quality, professionally managed strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence.”

Now available through Orion’s platforms within their Unified Managed Account (UMA) portfolio structure:

J.P. Morgan SMAs:

• Large Cap Growth SMA
• Equity Income SMA
• Growth Advantage SMA
• Large Cap Leaders SMA
• U.S. Equity SMA

J.P. Morgan Model Portfolios:

• Strategic ETF Models
• Tactical ETF Models

“As the industry evolves and personalization becomes more important, we’re excited to work with Orion on this expanded offering,” said Stephen Kaplan, Head of Customized Solutions at J.P. Morgan Asset Management. “We’re pleased to bring the strength of our investment capabilities to more RIAs through SMAs and model portfolio solutions on Orion’s growing platform.”

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities—Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO—create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms¹ rely on Orion's technology to power their businesses and win for investors. Learn more at orion.com.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

About J.P. Morgan Asset Management

J.P. Morgan Asset Management, with assets under management of $3.7 trillion (as of March 31, 2025), is a global leader in investment management. Its clients include institutions, retail investors, and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity, and liquidity. For more information: www.jpmorganassetmanagement.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

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