Four conversations, four calculators

Calculators

The four numbers Orion advisors get asked. Each tool is designed to be co-screen with the client — clear inputs, real outputs, no jargon.

Alts Allocation Impact

Show the client how adding an alts sleeve changes their portfolio's risk/return profile vs. a traditional 60/40 baseline.

Portfolio value

Time horizon (years) 15 years

Alts sleeve size 15% of portfolio

Expected alts sleeve return 10.0%

Projected portfolio after horizon

$15.2M

vs. $11.6M baseline (60/40 only) — +$3.6M uplift

Expected return (ann.)

8.0%

Volatility

12.1%

Sharpe ratio

0.29

10-year cumulative

$2.16

Fee Comparator

Compare the all-in cost of 2-and-20 vs. interval fund vs. registered alt over a 10-year horizon. The "registered" wrapper is often cheaper than advisors realize.

Allocation amount

Hold period (years) 10 years

Gross return assumption 11.0%

Total fees · 10 years

$143,500

Range across vehicle types — registered alts often deliver materially better net-of-fees outcomes.

2-and-20 (PE / VC)

$143.5K

1.5% + 15% (evergreen PE)

$98.4K

1.25% + 12.5% (BDC)

$76.0K

1.4% + 10% (interval fund)

$64.5K

Liquidity Stress Test

Input the client's annual liquidity need. The tool shows how much of the alts sleeve is accessible over each horizon — and where the gaps are.

Total portfolio

Alts sleeve size 15% of portfolio

Annual liquidity need (% / yr) 15% / yr

Liquidity status

✓ Safe

15% annual liquidity need is fully covered by liquid 60/40 holdings + alts sleeve quarterly gates.

30-day access

$3.25M

90-day access

$4.10M

1-year access

$4.60M

5+ year access

$5.00M

1031 / DST Exchange Calculator

For the Brinker DST use case. Calculate deferred gain, replacement-property requirements, and 45/180-day clock thresholds.

Sale price (relinquished property)

Adjusted basis

Mortgage on relinquished property

Federal cap gains rate

State tax rate (e.g. CA = 13.3%)

Tax deferred via 1031 / DST

$558K

Without the exchange, you'd owe this on the sale. With a 1031 into a DST, you defer it.

Realized gain

$1.75M

Federal tax (deferred)

$350K

State tax (deferred)

$233K

Net to replacement DST

$1.50M

45 / 180 day clock: Replacement property must be identified within 45 days of sale closing and acquired within 180 days. DST identification can include up to 3 candidates (or more via the 200% rule).