Pre-built · Orion-curated
Three model portfolios.
Built by Orion's investment committee. Refreshed quarterly. Each model is a complete recipe — composition, sizing, rebalancing logic, suitability filter. Drop them in, customize the sleeve %, ship.
5–10% sleeve
Orion Alts Conservative
Income-tilted. Retirees + high-liquidity clients.
7.2% return
6.8% vol
95% 90d liq
FLAGSHIP · 15–20% sleeve
Orion Alts Balanced
The default. Typical accredited investor.
9.4% return
11.2% vol
82% 90d liq
25–30% sleeve
Orion Alts Growth
Qualified purchasers. Multi-decade horizons.
11.8% return
14.6% vol
62% 90d liq
Composition · 5 holdings
What it owns
Blackstone Private Credit Fund
Non-traded BDC · Direct lending
50%
Ares Real Estate Income Trust
Non-traded REIT · Core+
25%
Aristotle Multi-Strategy
Hedge fund · Low correlation
15%
KKR PE Conglomerate (PEC)
Evergreen PE · Quarterly liq
10%
Performance · 10yr expected
$100K
$150K
$200K
Model
60/40
Y1
Y5
Y10
$100K → ~$200K over 10 years at the model's expected 7.2% CAGR.
Stress scenarios
How it holds up
2008 GFC (60/40 = −24%)
−11%
2020 COVID (60/40 = −14%)
−7%
2022 rate shock (60/40 = −16%)
−6%
Avg DD (rolling 10yr)
−8%
Suitability filter
Designed for
Composition · 8 holdings
What it owns
15–20%
alts sleeve
KKR PE Conglomerate (PEC)
Evergreen PE · Diversified buyout
20%
Apollo Aligned Alternatives
PE secondaries · Drawdown
15%
Blackstone Private Credit Fund
Non-traded BDC · Direct lending
15%
Ares Strategic Income Fund
Interval fund · Opportunistic credit
10%
Blackstone Real Estate Income Trust
Non-traded REIT · Core+
12%
Stratford Residential Partners
Real estate · Value-add
8%
Aristotle Multi-Strategy
Hedge · Low correlation
10%
Brookfield Infrastructure Income
Real assets · Inflation hedge
10%
Performance · 10yr expected
$100K
$170K
$246K
Model
60/40
Y1
Y5
Y10
$100K → ~$246K over 10 years at the model's expected 9.4% CAGR. 60/40 reaches ~$208K over the same horizon.
Stress scenarios
How it holds up
2008 GFC (60/40 = −24%) −17% 2020 COVID (60/40 = −14%) −9% 2022 rate shock (60/40 = −16%) −7% Avg DD (rolling 10yr) −12%
Rebalancing logic
Quarterly cadence
Rebalanced quarterly. Drift bands ±5% per holding before forced rebalance. Cash flows from new contributions / RMDs routed first to under-weight positions. Liquid sleeves (private credit interval, hedge) rebalanced first; illiquid (PE, RE) rebalanced opportunistically as gates open.
Suitability filter
Designed for
Composition · 10 holdings
What it owns
25–30%
alts sleeve
KKR Private Equity Conglomerate
Evergreen PE
20%
Blackstone Strategic Partners XI
PE secondaries · Drawdown
15%
Hampton Growth Equity Fund III
Growth equity · Drawdown
15%
Apollo Opportunistic Credit
Opportunistic credit
15%
Stepstone Venture Plus
Venture capital · Multi-stage
8%
Bessemer Venture Partners XII
Early-stage VC
7%
Starwood Opportunistic Real Estate
RE opportunistic · Drawdown
10%
Brookfield Real Estate Income
Non-traded REIT
5%
Carlyle Energy Transition Fund
Real assets · Energy
5%
Performance · 10yr expected
$100K
$185K
$305K
Model
60/40
Y1
Y5
Y10
$100K → ~$305K over 10 years at the model's expected 11.8% CAGR. 60/40 reaches ~$208K over the same horizon.
Stress scenarios
How it holds up
2008 GFC (60/40 = −24%) −23% 2020 COVID (60/40 = −14%) −12% 2022 rate shock (60/40 = −16%) −10% Avg DD (rolling 10yr) −17%
Suitability filter
Designed for