Cincinnati

October 21, 2019

FTJ Fundchoice Headquarters
2300 Litton Lane
Hebron, KY 41048

Register Now
10:30 a.m.

Welcome and What's New at OPS

Chris Bosse, Regional Vice President, Orion Portfolios Solutions (OPS)

A walk through of the recent transition from FTJ FundChoice to OPS as well as a conversation about new functionality of the website, new tools for advisors and Elite Advisor Program.

10:45 a.m.

New Technology Video

Prepared video about the new technology available through OPS.

11:00 a.m.

Market Movement Strategies Presentation

Chris Bosse, Regional Vice President, OPS

A high-level overview of Market Movement Strategies and how advisors are using the story of MMS to grow their business.

11:15 a.m.

Strategic Direct Indexing Portfolios, CLS

The best of both separately managed accounts and indexed-based funds.

11:30 a.m.

Tactical Strategist Panel

  • Clark Capital Management Group
  • Horizon Investments
  • Main Management
  • Meeder Investments
12:45 p.m.

Diversifier Strategist Panel

  • Clark Capital Management Group
  • Main Management
  • Ocean Park Asset Management
  • Toews
1:30 p.m.

New Proposal Demonstration

Logan McLaughlin,  OPS

1:50 p.m.

MMS Advised Portfolios

Chris Bosse, RVP, OPS

Learn about our pre-modeled portfolios that embody our unique three-mandate investment process across five risk bands.

2:00 p.m.

Distribution Strategies

  • Horizon Investments
  • CLS Investments
2:20 p.m.

High Net Worth Capabilities

  • Meeder Investments
  • CLS Investments

Learn more about SMA products designed to help your practice attract High Net Worth Investors.

Register Now

Save your spot at any of our 36 events! We hope to see you there.
Register

Have more questions? Contact the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5, or email them directly.