Upon request, advisors who want a more comprehensive solution to portfolio management can use LightPoint™ Portfolios with Orion Portfolio Solutions (OPS).
Advisors can implement LightPoint™ Portfolios with their clients using the platform, combining the advantages of offering Biblically responsible investments to clients with the comprehensive services offered by OPS. This platform includes full-service proposal generation, billing, performance reporting, and trading of LightPoint™ ’s faith-based models. OPS is designed to help advisors grow their business and Christian financial advisors can leverage this platform with our faith-based portfolios.
We are pleased that advisors at Cambridge, United Planners, and others can have access to our portfolios and be better equipped to serve Christian investors.
If you are interested in accessing LightPoint™ Portfolios through OPS, contact us to learn more about how to start the process.
Find more information about Orion Portfolio Solutions here.