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 – 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.
On Demand Events
- Product Line
- Recommended For
- Advisor Experience
- Client Experience
- Data Services
- Financial Planning
- Investment Management
On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: Orion is excited to support the FA Magazine Invest in Women conference as both an exhibiting sponsor and content provider. Our team will be on site to meet with conference attendees throughout the conference, and Lara Coviello, Vice President, Senior Portfolio Manager, Brinker Capital Investments will be participating on the event’s Behavioral Finance panel discussion on June 22.
Event Description: Orion is proud to support and attend the LPL Investment Symposium in Nashville as both an exhibiting sponsor and content provider. The Investment Symposium is an elite event offered exclusively to the most successful Equitable Advisors’ financial professionals achieving outstanding LPL Financial advisory sales in 2021.
Event Description: Orion is proud to support Cambridge Signature Club as an exhibiting sponsor.
Event Description: Orion is a proud sponsor of Equitable’s 2022 National Leaders Forum and will be participating as both an exhibitor and content provider. Tim Holland, Chief Investment Officer, is on the agenda to give a timely and insightful “Economic and Political Update” on Tuesday, April 26th.
Event Description: Orion is proud to support the MassMutual Academy virtual event as both a sponsor and a content provider. Amy Magnotta, Head of Discretionary Portfolios will be presenting on Brinker Destinations on Tuesday, March 29th at 10:00am EST and Orion’s booth will be a part of MML’s virtual Product Fair.
Event Description: Your clients likely watch the news and hear terms such as GDP, inflation, indicators, and more. In the daily news, these terms can be misused or wrongly interpreted giving your clients an inaccurate understanding of the economy and its effects on their finances. This webinar will share how you can explain these financial terms in a way that makes sense to your clients. Tim Holland, CFA, Chief Investment Officer at Orion, will do a deep dive into explaining these terms and why they are important to your clients and their portfolios. Setting this baseline knowledge for your clients will not only improve your relationship and communication with them, but also help your clients to have a better understanding and response to economic events such as downturns and volatility.
Event Description: Join Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory for Brinker Capital Investments, alongside Carrie L. Hall, CLU, CFP of Carrie Hall, and Associates to hear how you can begin to capture high-net-worth opportunities with Brinker Capital Wealth Advisory. Now, you can differentiate your practice and serve the specialized needs of high-net-worth individuals, families, and institutions, by partnering with the right people and delivering the right solutions. Brinker Capital, an ORION Company, is now offering Wealth Advisory to advisors on the ORION wealth management platform. This unique service is designed to help you offer your clients a personalized wealth experience through our three-tiered process. 1) Discover how tailored wealth management and outstanding service can help you attract and retain clients 2) Design customized wealth solutions to meet your high-net-worth clients’ unique needs 3) Deliver better outcomes through experienced, objective investment management, personalized offerings, and exceptional service
Event Description: February’s Portfolio Recipes features two investment strategists with long-standing records in managing multi-asset income strategies. Ingredients will consist of the powerful brand of BlackRock with its actively-managed, global multi-asset income approach utilizing ETFs along with the investment boutique firm, Brinker Capital’s, dynamically-managed, global multi-asset income approach using carefully vetted investment managers and strategies.