As we recently made the transition to Orion Advisor Solutions, we thought it would be helpful to provide a User Guide for the Portfolio Performance Reports that are provided periodically. The User Guide outlines and explains the sections throughout the report, detailing the different report components and definitions. Several of the topics covered within the User Guide include asset allocation, portfolio value summary, net additions & withdrawals, portfolio performance, allocation by account, risk & return statistics, projected annual income, and summary by account.
Looking to log in to your Orion account? Find the link to the Orion portal here. If you have yet to log into your Orion portal, please contact a Harbor team member to generate a one-time personalized link. The Orion portal serves as the main reference point for your account details, investment performance & positions, and other portfolio reports.
If you have any questions, or require any assistance, please do not hesitate to contact a team member for additional guidance.
Thank you!
-Harbor Team