Attract and retain high-net-worth clients with a comprehensive, personalized wealth solution that includes tailored investment portfolios, multi-layered tax management, and unparalleled service and support from a team dedicated to your success.
Your Complete Wealth Solution
Exceed Your Client’s Needs
Get a tailored investment solution for high-net-worth investors with more than $1 million of investable assets, including customized portfolios designed by, fully vetted, and supported by our team.
Personalize Your Approach
Grow your business with fully tailored investment experiences designed to help attract, serve, and retain high-net-worth clients’ unique needs, goals, and preferences.
Multi-Layered Tax Management
Provide clients with the tax managed solutions for their unique circumstances, including ongoing proactive tax oversight, personalization through direct indexing, and tax-effective transitions.
Differentiate your offering and increase efficiency in your business with a full suite of wealth planning services and client resources, including banking and lending, trust services, business valuation, and charitable solutions.
Get Full Support
Partner with a team of CFA and CFP investment professionals and dedicated client portfolio managers to grow your business at scale through complete pre- and post-engagement support and ongoing, collaborative client reviews.
Of investors agree that advisors should leverage external experts to help with research, strategy, investment planning and management.¹
Grow and Scale Your High-Net-Worth Business
Make our proven process for engaging high-net-worth investors yours and spur sustainable growth for your business.
Introductory consultation and a single point of contact
Advisor-driven level of engagement
Existing portfolio observation and review
Analysis, recommendation, and transition support
Our Comprehensive Engagement Process
Dynamic asset allocation
In-depth manager due diligence
Multi-asset class investment approach
Tax managed solution, including tax transitions
Customized distribution strategies
Access to institutional investment strategies
Administrative and client service support
Our Comprehensive Engagement Process
Dedicated portfolio management team
Proactive investment management
Robust performance reporting
Enhanced risk management
Concierge wealth partner services
Deliver an Elevated Investor Experience
Get the Wealth Advisory Personas Workbook
Explore a series of use cases highlighting how Brinker Capital Wealth Advisory helps advisors and their clients work toward their financial goals through our Discover, Design, Deliver process, including:
Multi-goal planning around tax efficiency, retirement planning, and asset protection.
Proactive tax management for unrealized gains, asset location, and optimization.
Dedicated portfolio management support for retirement income planning, purchase of new home, and securities-based line of credit.
Trust and partner services for charitable remainder trust guidance, life insurance, and Monte Carlo simulation.
You’ll walk away with actionable examples of how Wealth Advisory can support your client’s needs and your firm’s growth.
We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.
Keep Investors Invested
To build wealth, capital must be invested — and stay that way.
Institutional Due Diligence
Deep, curated due diligence helps build confident portfolios.
Multi-Asset Class Approach
Build portfolios by risk-managing a blend of assets to enhance performance.
Safeguard for Tomorrow
Align investors’ needs with their goals with robust due diligence, risk management, and behavioral finance.
Free Resource: Webinar
Maximize Your Value in the High-Net-Worth Space
High-net-worth investors are estimated to have $19 trillion in investable assets² and own 43% of total investable assets³ 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.
Join Thomas K.R. Wilson, CFA in our webinar to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory. You’ll learn how you can offer high-net-worth investors:
Tailored investment experiences to help clients grow, manage and preserve their wealth
An exclusive suite of vetted partner services to meet their specialized needs
Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers
¹Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic. ²Source: Winning in the high-net-worth segment in US wealth management, McKinsey & Company, August 2020. ³Source: The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2022, Cerulli Research, 2022.
OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.
2 3 5 4, Town Square Capital August 25, 2023