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Proprietary Investments

Equip your investors with the right options at the right time, designed to build and protect wealth, brought to you by Brinker Capital Investments.

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Every Market. Every Investor.

Help your clients achieve their goals with proprietary investments designed to deliver better outcomes, brought to you by Brinker Capital Investments. Fueled by an experienced investment team, extensive due diligence, and expertise in balancing opportunity with risk.

Orion Employee working in office.
Better Portfolios, Built for You

Personalize with Proprietary Investments

Build dynamic, diversified portfolios and help deliver consistent, risk adjusted returns over time — all to help investors stay invested and ultimately spur growth for your firm.

Amplify Your Expertise

Always meet the evolving needs of your clients with Brinker Capital’s multiple, active managers that offer differentiated strategies to add layers of protection, and reduce active risk without sacrificing the potential for excess returns.

Drive Better Outcomes

Gain the peace of mind our experienced team provides, empowering you to stay focused on your clients — helping to protect and grow their wealth and meet their unique goals and objectives.

Serve More Clients with Customization

Access a robust range of customized solutions for high-net-worth investors, tax management and custom indexing strategies, and discretionary portfolios designed to help build and protect wealth.

Deliver Due Diligence

Leverage manager due diligence combined with quantitative tools, and feel confident in the Brinker Capital’s industry-leading commitment to continuous analysis for better outcomes.
Differentiate Your Firm

Find Your Client’s Fit

Destinations Funds

Offer clients a complete investment solution designed to help them stay invested, implemented through asset allocation, manager selection, portfolio considerations, and construction and monitoring.

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Independent advisor surveys a vista of opportunities.

Custom Indexing

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively-priced solution. Easily bring proactive tax management to every client through cost-effective and customized portfolios at the touch of a button.

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See it in Action
Our Investment Philosophy

Empowering 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 Invested

To build wealth, capital must be invested — and stay that way.

Institutional Due Diligence

Deep, curated due diligence helps build confident portfolios.

Multi-Asset Class Approach

Build portfolios by risk-managing a blend of assets to enhance performance.

Safeguard for Tomorrow

Align investors’ needs with their goals with robust due diligence, risk management, and behavioral finance.

Advisor Walking
About Brinker Capital Investments

An Unwavering Approach

We’ve held true to our investment principles since 1987, helping investors build wealth by staying invested and delivering consistent, risk-adjusted returns through meaningful portfolio diversification.

In 2020, Orion and Brinker Capital announced our partnership, massively extending the scale and capabilities of our combined firm. Together, Orion and Brinker Capital are one industry-leading organization based on both companies’ long-standing reputations of innovation and industry disruption.

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High-Net_worth Whitepaper
Free Resource: Whitepaper

How to Win in the High-Net-Worth Investor Marketplace

Over 60% of high-net-worth investors want more personalization in their wealth management relationships.¹

In order to meet the demands of this lucrative marketplace, you’ll need a comprehensive solution that is customizable to meet a range of services, including tailored portfolios, multi-layered tax management, and high-touch service and support. Download our whitepaper to learn:

  • The opportunities in the HNWI marketplace
  • What high-net-worth investors are looking for from their financial advisor
  • How advisors can leverage the capability of a modern TAMP to better attract these clients and grow their businesses
Download Now

Goals are Personal.
Solutions Should Be Too.

Contact us today to discover how Brinker Capital’s proprietary investments help your clients meet their goals.

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Dig Deeper

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¹Source: https://www.pwc.com/us/en/industries/financial-services/asset-wealth-management/high-net-worth-investor.html

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments 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.

Past performance is not indicative of future results.

An investment in the Funds are subject to risks, and investors could lose money on their investment. Outcomes depend on the skill of the sub-advisers and adviser and the allocation of assets amongst them, as well as market fluctuations and industry/ economic trends, etc. There can be no assurance that the Funds will achieve their investment objectives. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus with this and other information about the Funds, please call 877-771-7979. Read the prospectus carefully before investing.

The Destinations Funds are distributed by Foreside Fund Services, LLC.

1603-OPS-6/13/2023