Rusty Vanneman - Cautiously Optimistic

Rusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategies at Orion Portfolio Solutions (turnkey asset management program) and at Orion Advisor Technology (financial technology). Previously, Rusty was the Chief Investment Officer for Orion Advisor Solutions and prior to that was the President and Chief Investment Officer of CLS Investments. Before joining Orion in 2012, Rusty served as the Chief Investment Officer and Managing Director for a multi-billion RIA in the greater Boston area. His 11-year tenure at the RIA included a five-year span when the firm was owned by E*TRADE Financial where he also served as the Senior Market Strategist for E*TRADE Capital. Prior, Rusty was a Senior Analyst at Fidelity Management and Research in Boston.  Rusty received his Bachelor of Science in Management from Babson College in Wellesley, Massachusetts where he graduated with high distinction. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. He is also a Chartered Market Technician® (CMT) and is a member of the Market Technician’s Association (MTA). Additionally, Rusty authored the book “Higher Calling: A Guide to Helping Investors Achieve Their Goals,” and was named one of the Top 10 Portfolio Managers to Watch by Money Management Executive in 2017.* Rusty is also a host of Orion’s The Weighing Machine. https://open.spotify.com/show/7k80G94zq4W2fiAUmsuKAq *RUSTY VANNEMAN MONEY MANAGEMENT EXECUTIVE AWARD Chief Investment Strategist of Orion Advisor Solutions, Rusty Vanneman, CFA, CMT, was selected as a “Top 10 Fund Managers to Watch” in 2017 by Money Management Executive, while serving as Chief Investment Officer of CLS Investments (CLS), now a division of Brinker Capital Investments, which is a subsidiary of Orion Advisor Solutions. Money Management Executive is an unbiased, third-party publication covering the asset management industry. Money Management Executive chose the list of managers to watch by screening Morningstar data from funds with a single manager, ranked as having the best three-year annualized returns in their respective categories. The list of managers was published March 27, 2017. Money Management Executive is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance. The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Tune in to hear: - What does the collective mindset of investors look like coming out of such a difficult year? - In a time with elevated stock valuations and potentially depressed fixed income returns, should we get a little weird with our asset allocation or stick to a traditional 60/40 portfolio structure? - What are some takeaways from Rusty’s investing experience in 2020? - What might the future of asset management look like in a landscape where markets are shifting so quickly? - How is the process of selecting a good investment akin to the process of finding a good life partner and how is it different? - If Orion was a band, what band would they be? Web: https://open.spotify.com/show/7k80G94zq4W2fiAUmsuKAq Twitter: @RustyVanneman Compliance code: 0708-OAS-3/1/2021