Powering Advisors and Investors for 35 Years

Help investors build and protect wealth with Brinker Capital Investments, the brand that powers Orion’s proprietary investments arm. 

After partnering together in 2020, Brinker Capital and Orion combined to massively extend our scale and capabilities, reaffirming our long tenure and commitment to empowering advisors to help investors stay invested and deliver consistent, risk-adjusted returns through meaningful portfolio diversification.

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Complete Wealth Management Partner
Your Investment Management Partner

Stay Focused on
Your Clients

Access our team of experienced investment specialists for the support you need to provide a best-in-class client experience.

Solutions and Strategies

Get investment portfolios thoughtfully designed using our multi-asset class approach that is customizable to meet a range of client needs.
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Investment
Specialists

Access a complete team of investment experts, including CFA charterholders, solely focused on the markets and investments.
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Proven Investment Approach

Take confidence that all of our portfolios are constructed using our multi-asset class approach and rigorous due diligence.
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Experience matters.

27 years of historical performance

Our proven track record spans nearly three decades, with our investment approach executed through all kinds of market circumstances.

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.

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
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:

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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.

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Focus on What Matters Most

Our solutions, expertise, approach, and service can help you stay focused on your clients, deliver better experiences, and grow your business.

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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.

1603-OPS-6/13/2023