Everything You Need for the Clients You Want

Attract and retain high-net-worth clients with a comprehensive, personalized wealth solution that includes tailored investment portfolios, multi-layered tax management, and unparalleled service and support from a team dedicated to your success.

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Your Complete Wealth Solution

Exceed 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

Advisors helping one another hike.

Grow and Scale Your High-Net-Worth Business

Make our proven process for engaging high-net-worth investors yours and spur sustainable growth for your business.

Our Comprehensive Engagement Process

Discover

  • Introductory consultation and a single point of contact
  • Advisor-driven level of engagement
  • Existing portfolio observation and review
  • Analysis, recommendation, and transition support
Our Comprehensive Engagement Process

Design

  • Dynamic asset allocation
  • Deep manager due diligence
  • Multi-asset class investment approach
  • Tax managed solution, including tax transitions
  • Customized distribution strategies
  • Access to institutional investment strategies
  • Administrative and client service support
  • Direct indexing
Our Comprehensive Engagement Process

Deliver

  • Dedicated portfolio management team
  • Proactive investment management
  • Robust performance reporting
  • Enhanced risk management
  • Concierge wealth partner services
Advisor Walking
Deliver an Elevated Investor Experience

Get the Wealth Advisory Personas Workbook

Explore a series of use cases highlighting how Brinker Capital Wealth Advisory helps advisors and their clients work toward their financial goals through our Discover, Design, Deliver process, including:

  • Multi-goal planning around tax efficiency, retirement planning, and asset protection.
  • Proactive tax management for unrealized gains, asset location, and optimization.
  • Dedicated portfolio management support for retirement income planning, purchase of new home, and securities-based line of credit.
  • Trust and partner services for charitable remainder trust guidance, life insurance, and Monte Carlo simulation.

You’ll walk away with actionable examples of how Wealth Advisory can support your client’s needs and your firm’s growth.

Download Now
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.

Portfolio Construction

Keep Investors Invested

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

Bring More Value to the Table

Portfolio diversification is key to keeping investors invested, and delivering more returns.

Multi-Asset Class Approach

Build portfolios by allocating a blend of assets and seeking out cyclical and secular trends.

Customizable, Strategic, Diligent

Align your investors’ needs with their objectives using a robust due diligence process.

Orion Advisor walking on laptop
Free Resource: Webinar

Maximize 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, along with Ryan LeStrange, Divisional Vice President, in our recent 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
Watch Now
Orion Custom Indexing
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution.

See How

Attract High-Net-Worth
Opportunities

Contact us today to access exceptional wealth experiences that attract, serve and retain high-net-worth investors.

Get Started
Dig Deeper

Related Content

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Blogs
03.02.23

Solving High Net Worth Challenges With a Single Solution

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10.26.22

What is Direct Indexing? How Delivering Personalization Helps Grow and Scale Your Business

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Independent advisor surveys a vista of opportunities.
Whitepapers
09.23.19

How to Attract and Serve More High-Net-Worth Investors – An Advisor’s Guide

View Whitepaper

¹Source: Orion Proprietary Research, conducted October 2021

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 2020”, Cerulli Research, December 2020

OCIO services offered through TownSquare Capital, LLC, an Orion company, 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.