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 - now available to advisors on the Orion Portfolio Solutions platform - can help you do just that. 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, and Dawn Batho, Director of Inside Sales, 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.