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.