VanEck today announced that several of its ETF model portfolios are now available through Orion, a premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them. The collaboration expands access to VanEck’s multi-asset investment strategies and marks the firm’s first model portfolio integration with the Orion platform.
Advisors on the Orion platform can access VanEck’s models at no additional cost, enabling them to implement diversified, multi-asset strategies while outsourcing portfolio construction, trading and rebalancing.
The VanEck model portfolios now available through Orion include:
Wealth Builder Plus Portfolios– Core allocation strategies offered across three risk profiles (Conservative, Moderate and Aggressive), providing exposure to equities and fixed income with strategic allocations to real and digital assets. The portfolios combine active and passive security selection within a systematic investment framework designed to maintain diversification and manage risk across market environments.
Real Assets Portfolio – A dynamic strategy that allocates across commodities, natural resource equities, gold, REITs, MLPs and infrastructure. The portfolio uses a rules-based, data-driven process to navigate allocations across real asset sectors to help address inflation and diversify traditional portfolios.
Select Opportunities Portfolio – An equity-focused, high-conviction strategy that draws on VanEck’s top investment ideas across asset classes, sectors, geographies and risk factors to pursue capital appreciation within a risk-managed framework. The portfolio is designed to complement core holdings by providing targeted exposure to differentiated opportunities.
All five model portfolios have outperformed their respective benchmarks since inception. Detailed performance, holdings, and strategy information are available in the individual model fact sheets at VanEck’s Model Portfolios Center.
Built on an open-architecture framework that incorporates both VanEck and third-party ETFs, the portfolios are designed to be comprehensive, giving advisors flexibility to align client portfolios with a range of investment objectives and risk tolerances. The models are managed by VanEck’s Multi-Asset Solutions (MAS) team, led by David Schassler, Head of Multi-Asset Solutions and Portfolio Manager. The team uses a quantitative, data-driven approach to asset allocation strategies and portfolio construction.
“We’re excited to collaborate with Orion and make VanEck’s model portfolios available to their growing advisor community,” said Kol Estreicher, Head of RIA Channel at VanEck. “Our models go beyond traditional core allocations by incorporating real assets, digital assets and thematic exposures that reflect the macro forces shaping today’s markets. By accessing these strategies on Orion’s platform, advisors can offload the heavy lifting of portfolio construction, trading and rebalancing so they can focus serving their clients and growing their businesses.”
For more information about VanEck’s model portfolios, visit vaneck.com/model-portfolios. Financial advisors interested in accessing VanEck models on Orion’s platform can contact their VanEck or Orion representative.
