Investment Management For Every Firm
Choose a partner who cares about your clients as much as you do—and supports you exactly how you want them to.
Jenn Steliga, CFP®, CFT™ | Find Your FI |
XYPN Member since 2022
pick your path
Two Ways to Power Your Investment Management
Choose the fit that's right for you
TAMP
For advisors who want to offer investment management but prefer to outsource operations. With trading, billing, performance reporting, dedicated support, and professionally managed models included, it’s perfect for advisors who want to spend less time managing portfolios and more time serving clients.
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Orion Access & Support
For advisors who prefer to manage portfolio selection and trading themselves with pre-built pathways backed by expert support. With enterprise-level power configured to fit any firm size, it’s ideal if you value flexibility, control, and a seamless, engaging experience for you and your clients.
Discover Orion ↗
A PARTNER WHO CARES
Turnkey Asset Management (TAMP) Support
Unlock investment management handled by experts who care about your clients as much as you do. No asset minimums. No back-office burdens. Just the ultimate support system that enables you to add value, scale your business, and gain time to focus on what you love.
Client disclosures (Form CRS) →
Ashley Foster, CFP® | Nxt:Gen Financial Planning |
XYPN Member Since 2018
Partnership That Delivers
A TAMP designed for today’s modern firm, built to anticipate the needs and challenges faced by forward-thinking, client-centric RIAs.
Partner with us and expect:
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Scalable support
Back your firm with dedicated experts delivering efficient, high-performing investment management that grows with you
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Aligned asset management
Offer expertly researched, diligence-driven portfolios aligned with your clients’ goals and values
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Simplified back office
Streamline account setup, trading, billing, and performance reporting—done accurately and effortlessly for you
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Built-in value
Control costs without compromising the value your clients receive
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Confidence
Rest easy knowing your operations are handled by experts who act with care, speed, and precision
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Market education
Gain timely insights and tools to guide clients confidently through market ups and downs
Streamlined asset management
Simplified back office
Market education
Business resources
Ready to stop dreaming and start doing?
Learn all the ways our TAMP is backed by the full power of XYPN Membership.
Portfolio Management
Expert portfolio design and oversight to help you deliver consistent, compliant investment experiences, including:
- Professional fund management through XYPN's investment office
- Access to Dimensional Fund Advisors (DFA) funds
- Curated investment models: XYPN, DFA, Blackrock, and more
- Automatic rebalancing for managed portfolios
- Tax-efficient strategies to help clients keep more of what they earn
Client & Back Office Support
Spend more time engaged with clients and less time on admin with:
- Client billing and invoicing made simple
- Performance reporting and insights at your fingertips
- Flexible branding options that let you customize your clients' experience
Resources & Training
Everything you need to build, manage, and grow your firm with confidence:
- Ongoing programming
- Office hours
- On-demand resources
- Compliant, client-facing market commentary insights delivered in real time
TAMP Pricing
$0–$5M AUM
35 BASIS POINTS
$5M–$25M AUM
30 BASIS POINTS
$25M+ AUM
25 BASIS POINTS
Fees are based on the advisor's AUM, using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at that same breakpoint base fee.
Other Orion Services
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Audit of household- and account-level performance numbers and any adjustments, as needed.
$1,250/YEAR
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Includes up to 500 accounts; AUM or Flat fees only.
Includes Quarterly Performance Audit.
$5,000/YEAR
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Report building, training new hires, process/workflow design, etc.
$1,250/5 HOURS
Ready to get started?
XYPN Invest Disclaimer
Information contained on this website is for educational and informational purposes only and should not be construed as legal, tax, or investment advice. Please consult your advisor, attorney, and/or tax professional for information specific to your situation.
XYPN Invest does not endorse, review, monitor, or otherwise control the information presented by XYPN on this site in connection with the other services or benefits available to XYPN members. We are not responsible for any information published on this site, by XYPN, that is not in connection with XYPN Invest or its representatives.