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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.

How to Put a Historic 2022 in Perspective and a Better Outlook for 2023

Event Description: There is no question that 2022 was a difficult year for the market and in return, investors. From seeing the highest inflation rates in four decades, rapidly rising interest rates, to a fiercely divided political landscape, we dealt with a volatile market. Join Tim Holland, CFA, Orion’s Chief Investment Officer, as he shares insights on how we left 2022 and what we are watching for in 2023 including inflation, the yield curve, and the Fed. Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, will then dive into how to use behavioral investing tendencies to stay on track when trying to achieve investment goals.

Orion National Ascent Conference

Orlando World Center Marriott 8701 World Center Drive, Orlando
Event Description: Use this opportunity to expand your network, get inspired, and engage your target audience in a setting designed to spark fresh ideas and powerful connections.  Register today and reserve your spot!  Looking forward to seeing you there!
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