Wealthtech provider Orion adds City National Rochdale to expand adviser access

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.

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Oct 06, 2023

11 months ago

Wealthtech provider Orion Advisor Solutions announced this week that it is offering a new advisory service for clients through the investment management firm City National Rochdale (CNR).

As a result, CNR's Intelligently Personalized SM portfolios for family offices, foundations and high-net-worth individuals with more than $1 million in investable assets will be available to Orion clients.

“City National Rochdale is known for its highly tailored portfolios and unique client blueprinting process that fits each investor’s individual needs," said Ryan Beach, president of Orion Wealth Management.

Portfolios will be actively managed by managers who work with independent advisers — CNR says that more than 80% of its investment team members are chartered financial analysts.

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.