Shaker Investments is pleased to announce that its Small Cap Growth Strategy is now available to advisors and clients through the Orion Communities platform. This new collaboration expands access to Shaker’s time-tested small cap growth approach, enabling advisors to incorporate the strategy into client portfolios through Orion’s open-architecture model marketplace.
Orion Communities offers advisors a flexible and comprehensive selection of investment models from a diverse roster of asset managers. By joining this marketplace, Shaker Investments’ Small Cap Growth Strategy becomes part of a curated suite of solutions designed to support a wide range of client objectives and risk profiles.
“We are excited to make our Small Cap Growth Strategy available on Orion Communities,” said Ashley Arsena, Senior Business Development Officer, at Shaker Investments. “This launch reflects our commitment to providing advisors with differentiated solutions that align with long-term growth objectives in today’s dynamic market.”
Built on over 30 years of small cap expertise, Shaker’s Small Cap Growth Strategy identifies high-potential companies through rigorous fundamental research and a repeatable, time-tested investment process. By offering this strategy through Orion Communities, Shaker Investments aims to empower advisors with greater choice and flexibility as they build diversified portfolios for their clients.
Orion Communities is a leading platform for independent advisors, offering access to a wide array of investment models and tools to enhance portfolio construction and management. The addition of Shaker’s Small Cap Growth Strategy further strengthens the platform’s lineup of growth-oriented solutions.
For more information about Shaker Investments’ Small Cap Growth Strategy or to access the strategy through Orion Communities, please contact us at 216-292-2950 or [email protected].
Orion Communities is an advisory service offered through Orion Portfolio Solutions, LLC, an Orion Company, a registered investment advisor. Orion and Shaker Investments are not affiliated companies.