Portfolio Construction & Reporting

Portfolio Construction

Our unique approach to portfolio construction sets us apart in an industry populated with proprietary products and outdated brokerage models. We tailor investment portfolios through a core and satellite approach that provides our clients with individual stock or bond exposure as well as inexpensive index exposure.

  • Global Investment Reach
  • Liquid, Cost-Effective Investments
  • Full Transparency
  • Tax Efficiency




Wealthstreet offers some of the most innovative and modern performance reporting in the industry. The firm has made a considerable investment in its investment technology platform, offering clients an online portal for daily review across multiple custodians in a concise and interactive format.

Holdings can be viewed in numerous configurations and aggregations including by account, asset class (and sub-classes), tax status, and custodian. The portal encompasses many interactive features including:

  • Live, Daily Market Updates
  • Multiple Viewing Options
  • Advisor Commentary Videos
  • Electronic Statements
  • Advisor Meeting Scheduling
  • Wealthstreet Iphone and Android App
Client Portal Orion Wealthstreet Investment Advisors

Contact Wealthstreet Investment Advisors today to discuss your investment portfolio needs.

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