Maximize your Value in the High-Net-Worth Space
Event Description: High net-worth investors are estimated to have $19 trillion in investable assets1 and own 43% of total investable assets2 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. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3)Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions.1 "Winning in the high-net-worth segment in US wealth management", McKinsey & Company, August 2020.2 “The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.
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