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Wealth Advisory
Your Complete Wealth SolutionExceed Your Client’s Needs
Get a tailored investment solution for high-net-worth investors with more than $1 million of investable assets, including customized portfolios designed by, fully vetted, and supported by our team.
Personalize Your Approach
Grow your business with fully tailored investment experiences designed to help attract, serve, and retain high-net-worth clients’ unique needs, goals, and preferences.
Multi-Layered Tax Management
Provide clients with the tax managed solutions for their unique circumstances, including ongoing proactive tax oversight, personalization through direct indexing, and tax-effective transitions.
Differentiate Yourself
Differentiate your offering and increase efficiency in your business with a full suite of wealth planning services and client resources, including banking and lending, trust services, business valuation, and charitable solutions.
Get Full Support
Partner with a team of CFA and CFP investment professionals and dedicated client portfolio managers to grow your business at scale through complete pre- and post-engagement support and ongoing, collaborative client reviews.
90%
Of investors agree that advisors should leverage external experts to help with research, strategy, investment planning and management.¹
Auxiliary Suite of ServicesHelping You Meet the Demands of the High-Net-Worth Marketplace
Elevate Your High-Net-Worth RelationshipsGet the Wealth Advisory Personas Workbook
Aiming to grow your business? Our Wealth Advisory Workbook offers a refined approach. Plus, advisors who engage with our Wealth Advisory team see a 2x increase in close rate of HNW prospects.4
Our Investment PhilosophyEmpowering Financial Advisors and Investors
We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.
Keep Investors InvestedTo build wealth, capital must be invested — and stay that way.
Institutional Due DiligenceDeep, curated due diligence helps build confident portfolios.
Multi-Asset Class ApproachBuild portfolios by risk-managing a blend of assets to enhance performance.
Safeguard for TomorrowAlign investors’ needs with their goals with robust due diligence, risk management, and behavioral finance.
Free Resource: WebinarMaximize Your Value in the High-Net-Worth Space
High-net-worth investors are estimated to have $19 trillion in investable assets² and own 43% of total investable assets³ in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs.
Join Thomas K.R. Wilson, CFA in our webinar to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory. You’ll learn how you can offer high-net-worth investors:
- Tailored investment experiences to help clients grow, manage and preserve their wealth
- An exclusive suite of vetted partner services to meet their specialized needs
- Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers
Dig DeeperRelated Content
1Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.
2Source: Winning in the high-net-worth segment in US wealth management, McKinsey & Company, August 2020.
3Source: The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2022, Cerulli Research, 2022.
4Source: Proprietary Orion data, as of 11/1/2023.OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.
Compliance Code: 0 1 4 4, Orion Advisor Solutions, January 19, 2024
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