Internal · Orion Alts · v0.1 · 25 cards

The complete alternatives education
experience — purpose-built
for Orion advisors.

From asset-class fundamentals to interactive allocation tools, model portfolios, and a curated marketplace. Templates and live tools the Orion team draws from for advisor-facing materials. Built on the premise that a self-contained .html file beats a markdown wall every time — something you can open, fork, ship.

Start with the basics Try the Allocation Builder
SECTIONS Education6 Tools5 Marketplace10 Models3 DD Hub6 Resources6 Workflow1
6
ASSET CLASSES COVERED
3
ORION MODEL PORTFOLIOS
10
MARQUEE FUNDS CURATED
4
INTERACTIVE CALCULATORS
WHY THIS MATTERS · 2026

Advisor demand has crossed the line.
Education infrastructure has to follow.

From Orion's 2025 Advisor Wealthtech Survey — the demand is here, the operational ceiling is the bottleneck. This portal closes the gap.

30%
of advisors are actively prioritizing alts for their books — the highest reading in the survey's history.
28%
plan to add alts within three years — but cite education and workflow as the top blockers.
23%
of investors say their advisor currently offers alts. The gap between intent and execution is the wedge.
01

Alternatives 101

PER ASSET CLASS · 6

Six core asset classes, each with a complete advisor-ready explainer. Vehicle types, fee structures, liquidity profiles, risk lenses, and FAQs — written for the way an Orion advisor actually talks to clients.

Private Equity

Buyout, growth, secondaries, and continuation funds. The largest alt asset class — and the most heterogeneous.

12 MIN READ·3 CASE STUDIES

Private Credit

Direct lending, mezzanine, opportunistic credit, and BDCs. The fastest-growing alt category in the wealth channel.

10 MIN READ·YIELD + DURATION LENS

Real Estate

Core, value-add, opportunistic, non-traded REITs, and DSTs. Includes the Brinker-relevant 1031 framework.

14 MIN READ·DST + 1031 FOCUS

Hedge Funds

Long/short equity, global macro, multi-strategy, and event-driven. When to use them and when not to.

11 MIN READ·STRATEGY-BY-STRATEGY

Real Assets

Infrastructure, energy, commodities, and farmland. The inflation-hedge corner of the alts allocation.

9 MIN READ·INFLATION-HEDGE FRAMEWORK

Venture Capital

Early, growth, and late-stage venture. The high-variance corner — when it belongs in a client portfolio, and when it doesn't.

10 MIN READ·SUITABILITY DEEP-DIVE
02

Allocation Builder

INTERACTIVE · LIVE

Slide between the six asset classes. The portal shows you the expected risk/return envelope, the liquidity calendar, and the suitability bands — in real time.

DEFAULT · 70/20/10 SPLIT

Sample alts sleeve

15% OF PORTFOLIO
Private Equity · 35%
Private Credit · 25%
Real Estate · 20%
Hedge Funds · 10%
Real Assets · 10%
Open the full builder
EXPECTED RETURN · 10YR
9.4%
↑ 180 bps vs. 60/40 benchmark
VOLATILITY · ANN.
11.2%
↓ 320 bps vs. 60/40 benchmark
LIQUIDITY IN 90 DAYS
82%
100% in 365 days · sleeve blends evergreen + drawdown
03

Model Portfolios

PRE-BUILT · ORION-CURATED · 3

Pre-built, Orion-branded model portfolios spanning conservative to growth alts allocations. Full transparency on holdings, rebalancing logic, and suitability filters. Click any to drill in.

5–10% SLEEVE

Conservative

Income-tilted. Retirees and high-liquidity-need clients. Heavy private credit + non-traded REITs.

Expected return7.2%
Volatility6.8%
90-day liquidity95%
5 FUNDS · QUARTERLY REBAL
MOST POPULAR
15–20% SLEEVE · FLAGSHIP

Balanced

The default. Mix of PE, private credit, real estate, and hedge — designed for typical accredited investor clients.

Expected return9.4%
Volatility11.2%
90-day liquidity82%
8 FUNDS · QUARTERLY REBAL
 25–30% SLEEVE

Growth

Maximum alts exposure for qualified purchasers with multi-decade horizons. Heavy on PE buyout, growth, and venture.

Expected return11.8%
Volatility14.6%
90-day liquidity62%
10 FUNDS · SEMI-ANNUAL REBAL
04

The Orion Marketplace

LIVE · CURATED · 10 FUNDS

The Orion-branded marketplace. Curated lineup of blue-chip GPs alongside a long tail of registered alts. Each fund opens a complete tearsheet with strategy, performance, terms, and data room — ready for advisor diligence.

Orion ALTERNATIVES MARKETPLACE
Filter ▾ Sort: AUM ▾
KKR
KKR Private Equity Conglomerate
★
Evergreen PE · $50K minimum
AUM$3.4B
BLACKSTONE
Blackstone Private Credit Fund
★
Non-traded BDC · $2.5K minimum
AUM$71.8B
ARES
Ares Strategic Income Fund
★
Interval fund · $2.5K minimum
AUM$5.2B
+ 7 more funds in the lineup →
Open the marketplace
05

Tearsheet Generator

TOOL · INTERACTIVE

Pick a client, pick a fund. The portal generates an Orion-branded one-page tearsheet — allocation rationale, key terms, suitability checklist, ready for the client meeting.

  • Auto-populated client info — pulled directly from the Orion advisor profile.
  • Fund overview + key terms — fees, minimums, lockup, target return, all in the buyer's preferred format.
  • Suitability checklist — accredited investor, net worth, liquidity, time horizon — pre-validated.
  • Allocation rationale paragraph — drafted from the client's existing portfolio + the fund's strategy.
  • Print-ready PDF or send to client portal — co-branded with the fund manager's logo, signed off by the advisor.
Generate a tearsheet
Orion CONFIDENTIAL · CLIENT TEARSHEET

Blackstone Private Credit Fund

PREPARED FOR JOHN & LISA MARIN · MAR 14, 2026

ALLOCATION
$250K
% OF PORTFOLIO
3.8%
TARGET RETURN
9–11%
LOCKUP
Quarterly
SUITABILITY: 5/5 CHECKS PASSED
06

Calculators

FOUR CONVERSATIONS · 4

The four numbers advisors get asked. Each calculator is a self-contained tool — designed to be co-screen with the client.

Alts Allocation Impact

Show portfolio risk/return improvement from a 5/10/15/20% alts sleeve.

Fee Comparator

2-and-20 vs. interval fund vs. registered alt — TCO over 10 years.

Liquidity Stress Test

Input the client's 1/3/5/10-yr liquidity needs. See how the alts sleeve responds.

1031 / DST Calculator

For the Brinker DST use case. 45-day clock, deferred gain, identification rules.

BRINKER-RELEVANT
07

The Advisor Workflow

CLICKABLE · 5 SCREENS

Five screens — the same ones we walked through on Apr 21. Marketplace → fund detail → buy order with conditional logic → subscription → order overview with KYC + Pershing binding. Click through it.

STEP 03 OF 05

The "robust" moment.

The Order Overview view that surfaces every piece of the workflow — investor, advisor, KYC docs, Pershing account binding — on one screen. Replaces the email-and-spreadsheet chaos.

CLICK TO OPEN THE WALKTHROUGH →
01 · BROWSE

The Marketplace dashboard

A curated grid of 10 Orion-vetted funds with filters by strategy, minimum, vehicle type.

02 · BUY

New Buy Order with conditional logic

The system warns the advisor before a NIGO — minimum check, accreditation check, account selection.

04 · SUBSCRIBE

Subscription form with progress tracker

Fields pre-populated from CRM. Substitute W-9, firm details, communication preferences all walked through in one workflow.

05 · SETTLE

Order Overview + Pershing binding

Account number, supporting docs, status badge. The advisor has full visibility into every step.

08

Due Diligence Hub

LAYERED · 6

Each fund in the Orion lineup arrives with three layers of DD: the GP's own materials, Orion's curation criteria, and integrated third-party research from Mercer, Wilshire, and others.

10-Point Evaluation Framework

The exact framework Orion uses to vet every fund in the lineup — strategy, team, track record, terms, alignment, references.

Track Record Explainer

How to read PE / private credit / hedge fund track records correctly — vintage, leverage, fee-adjusted, peer-benchmarked.

Risk Lens Reference

Liquidity risk · valuation risk · leverage risk · concentration risk. One-page card for each. Advisor-ready language.

Third-Party DD Partners

Integrations with Mercer, Wilshire, Aksia, and Cliffwater. Pull external research directly into the fund page.

Document Vault

Every PPM, fact sheet, quarterly report, and side letter — tracked access, versioned, audit-trail every download.

Advisor DD Playbook

Step-by-step: how to walk a client through fund diligence. Compliance-approved scripts and disclosure language.
09

Resources

REFERENCE · 6

Glossary, FAQs, implementation playbook, Brinker integration notes, and the Ascent 2026 alts track preview.

Alts Glossary

120 terms across PE, private credit, hedge funds, real estate. Hover for definitions, click for full context.

Advisor FAQ

The 40 questions Orion advisors get asked — from accreditation to K-1s to rebalancing. With Orion-vetted answers.

60-Day Implementation Playbook

"0 → Orion alts business in 60 days." Week-by-week plan for advisors and firm leadership.

Brinker × Orion DST Integration

How Brinker's 1031 expertise plugs into the Orion alts marketplace. Spot-on use case worth a dedicated page.

Ascent 2026 · Alts Track Preview

Preview of the dedicated alts track at Orion's 2026 Ascent conference. Speakers, sessions, the UMH 2026 roadmap.

Video Training Library

15 short-form videos walking through every workflow in the marketplace. Pulled into onboarding for new Orion advisors.
READY FOR YOUR ADVISORS

Orion's alts business — operationalized in 60 days.

Curated marketplace. Pre-built models. End-to-end workflow. Diligence layered in. Everything an Orion advisor needs to confidently offer alternatives.

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