Orion Advisor Services Chosen By Brookstone Capital Management As Portfolio Accounting Integration Partner

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• USA - English

OMAHA, Neb., Aug. 5, 2013 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, has been selected as a provider of portfolio accounting services by Brookstone Capital Management, LLC ("Brookstone"), a growing fee-based Registered Investment Advisor ("RIA") that has accumulated $700 million in assets under administration in the seven years since its inception.

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As a strategic partner to fuel Brookstone's growth, Orion is integrating a customized and streamlined portfolio accounting solution along with customized billing and reporting tools.

Brookstone's advisors will also gain the benefits of the innovative Orion Connect application in order to access all of Orion's portfolio accounting and rebalancing tools from a single platform on Salesforce.com's customer relationship management ("CRM") system.

"These are the initial steps in what we anticipate to be an extensive integration of our portfolio accounting and rebalancing suite with the financial planning, custodial and CRM programs to maximize Brookstone's resources," said Eric Clarke, President and CEO of Orion. "Brookstone is a dynamic firm that is rapidly growing and we are proud to be a partner in their future success."

Orion will be integrating its entire portfolio accounting and rebalancing suite with the financial planning, custodial and CRM programs that are best fit for Brookstone's business, providing Brookstone's advisors with a full suite of back-office solutions to increase efficiencies and ensure resources are devoted to client retention and practice growth.

Wheaton, Ill.-based Brookstone was founded in 2006 and provides customized wealth management solutions designed to assist clients with developing and implementing intelligent long-term investment strategies. The firm's network of highly trained independent advisors leverage investment intelligence and proprietary model portfolios - which are shaped according to an investment process that includes regular meetings with industry leading portfolio managers, rigorous quantitative and qualitative analysis and thorough due diligence.

Brookstone's exceptional growth earned it a place on Financial Advisor magazine's 2011 list of the top independent RIAs. In the magazine's list of the top 50 fastest-growing firms that year, Brookstone was ranked sixth. Its assets under administration grew by 147.9 percent in 2010 alone, with 85.93 percent growth in assets per client.

"We searched extensively for the optimal back-office technology provider, and it quickly became clear that Orion was the best choice for our firm," said Dean Zayed, President and CEO of Brookstone. "Orion stands alone in their ability to give our advisors the exact tools they need to create better efficiencies that will accelerate our growth."

To request more information or to speak with Orion, please contact Giovanna Moscoso at 973-850-7344 or [email protected].

About Orion Advisor Services, LLC
Orion Advisor Services, LLC, is the premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale, and customization advisors need to support business growth.

Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment advisor whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 350 advisors and administrates over $115 billion in assets for more than 600,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.

About Brookstone Capital Management, LLC
Founded in 2006, Brookstone Capital Management is a rapidly growing fee-based Registered Investment Advisor, headquartered in Wheaton, Illinois, offering a comprehensive money management platform of robust, well-diversified portfolios. Our select network of highly trained independent investment advisors has total access to our investment intelligence and proprietary model portfolios. This support allows our advisors to focus on developing and implementing intelligent, effective long-term investment strategies customized to the unique goals and circumstances of their clients. For more information, visit www.brookstonecm.com.

SOURCE Orion Advisor Services, LLC