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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.
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Portfolio Recipes: Market Cycle Advised Mandate Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, as he gives you an inside look at a new pairing of two strategists on our platform. You’ll gain insight into these partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.  
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