Maximize Your Potential

Destinations Portfolios offer a complete investment solution designed to help investors stay invested. To help you deliver the best possible outcomes for your clients, we implement our philosophy through a structured and collaborative process, including four key areas: asset allocation, manager selection, portfolio considerations, and construction and monitoring.

Why Destinations?

Meet Every Investor’s Needs

Access objectives anchored by diversification, innovation, and active management.

Provide Consistent Returns

Deliver consistent returns for investors, backed by our 25+ year track record.

Broad Investment Opportunity

Get multi-asset class portfolios comprised of a series of nine proprietary mutual funds constructed using third-party manager investment strategies.

Dynamic Asset Allocation

Your success is driven by multiple decisions versus a single bet.

Create Value

Access manager selection that includes a variety of philosophies, styles, and disciplines that respond differently to various market conditions.

Comprehensive Due Diligence

Get advanced due diligence led by senior investment professionals.

Disciplined Portfolio Construction

Ensure multi-manager implementation harnesses return potential while managing portfolio volatility.

Get a Unique Advantage

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Exclusivity

Only available through a financial advisor, insulating from typical swings in asset flows in retail funds.

Transparency

Access an investment team that views and analyzes Destination Funds positions daily.

Flexibility

Get customized investment strategies — both active and passive management — for more effective portfolio construction.

Tax Efficiency

Monitor for tax loss harvesting opportunities to minimize capital gains distributions and help investors manage one of their largest investment liabilities.

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Free Resource: Investor Guide

Show Investors How Destinations Helps Deliver Better Outcomes

Whatever your investor's goals, we have a strategy to help you pursue them. Download our free investor guide to illustrate how Destinations Portfolios — dynamic, multi-asset class solutions — can meet a wide range of their needs, help deliver better outcomes, and makes it easier for them to stay invested over the long-term.

In this guide, you’ll learn:

  • How Destinations Funds serve as the building blocks of Destinations Portfolios and can help investors achieve better outcomes
  • How we utilize diversified, multi-asset class portfolios designed to provide consistent, risk-adjusted returns over time
  • More about our dynamic yet flexible investment approach
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Orion Custom Indexing
Check This Out: Orion Custom Indexing

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

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Give Your Clients the
Opportunity They’re Waiting For

Learn how Destinations strategies can help drive better investor outcomes.

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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.

1485-BCI-5/31/2023