Episode #265: Rusty Vanneman, Orion, “To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward”

Episode #265: Rusty Vanneman, Orion, “To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward”

 

 

 

 

 

 

Guest: Rusty Vanneman serves as Chief Investment Officer for Orion Advisor Solutions. In his role, he is responsible for leading CLS’s Portfolio Management Team and overseeing all investment operations at CLS, including investment philosophy, process, positioning, and performance. In 2018, Mr. Vanneman took on the role of President of CLS, in addition to his position as CIO.

Date Recorded: 10/7/2020

Run-Time: 53:15

To listen to Episode #265 on iTunes, click here

To listen to Episode #265 on Stitcher, click here

To listen to Episode #265 on Pocket Casts, click here

To listen to Episode #265 on Google, click here

To stream Episode #265, click here

Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159

Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com

Summary: In episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today’s episode, we’re talking asset management programs and markets.

We talk to Rusty about the state of the industry for turnkey asset management programs, which effectively allow advisors to break out on their own with built-in back office support and a suite of investment options. He gets into direct indexing, and why these customized solutions carry unique advantages for investors in areas like ESG implementation and tax-loss harvesting. Rusty shares his thoughts on markets and some reasons to maintain a bullish attitude.

As we start to wind down, we dig into balance, global diversification, bonds, and getting creative to manage portfolio risk moving forward.

All this and more in episode 265 with Orion’s Rusty Vanneman.

Links from the Episode:

 

Transcript of Episode 265:  

Coming soon.