TownSquare Capital
Institutional Investment Partner
Our Institutional Investment Partner: TownSquare Capital
Powering Portfolio Precision Through Orion Trade Desk
At Jervey Genesis Solutions, we’ve partnered with TownSquare Capital—a sophisticated institutional asset manager operating through Orion Trade Desk—to bring best-in-class portfolio execution and investment precision to every client we serve.
Under the direction of Paul Jervey, CFP®, Orion Trade Desk acts as our dedicated Portfolio Management Specialist, translating Paul’s proprietary investment philosophy into real-time, strategic portfolio decisions. From trade execution and model alignment to portfolio rebalancing and tactical shifts, Orion ensures that each account reflects both current market conditions and each client’s unique financial objectives.
With the ability to manage individual securities, mutual funds, ETFs, index strategies, and alternatives in a unified framework, Orion brings institutional-level tools to the JGS platform—including:
Custom indexing for personalization at scale
Tax-efficient rebalancing and asset location optimization
ESG screening aligned with client values
Bond laddering strategies to support income stability and interest rate risk management
Alternative investments for enhanced diversification and risk-adjusted return potential
Block trading and automated model enforcement for operational efficiency
The result is a seamless investment experience that combines automation with deep customization—maximizing after-tax performance and delivering consistent execution across every account.
TownSquare Capital’s role is essential to our promise of “Financial Solutions for Every Season of Life,” giving our clients the confidence that every portfolio is built and maintained with intentionality, expertise, and care.