Institutional Portfolios. Your Clients.

Brinker Capital Investments is the proprietary investment management arm of Orion, offering advisors access to institutional-grade strategies developed and managed entirely in-house — not sourced from third-party managers on an open platform. The suite spans eight strategies across four categories: multi-asset allocation (Destinations Funds, Brinker–Capital Group ETF Portfolios, Brinker–Main Management Portfolios, Destinations ETFh Portfolios, and Brinker Core Guided), systematic equity (Disciplined Equity), fixed income (Orion Fixed Income), and structured products (Structured Notes SMA).

Brinker Capital offers eight strategies through Orion, spanning multi-asset portfolios, systematic equity, fixed income, and structured products. The multi-asset suite includes: Destinations Funds ($0 minimum — multi-manager allocation across six asset classes), Brinker–Capital Group ETF Portfolios ($5,000 minimum — Brinker allocation with Capital Group active ETFs), Brinker–Main Management Portfolios ($5,000 minimum — blended Destinations funds, Main Management ETFs, and passive ETFs), Destinations ETFh Portfolios ($25,000 minimum — hybrid actively managed and passive ETF exposure), and Brinker Core Guided ($500,000 minimum — SMA-based implementation of the Destinations framework). Single-asset strategies include Disciplined Equity ($50,000 minimum — systematic equity SMAs, approximately $2.7 billion across 47 strategies), Orion Fixed Income ($50,000–$150,000 minimum — customized individual bond SMAs), and the Structured Notes SMA ($50,000 minimum — structured products in a managed account format).

The Brinker Capital Destinations Funds are multi-asset class allocation funds built on 30+ years of investment experience, using a multi-manager approach across six asset classes — domestic equity, international equity, core fixed income, global credit, real assets, and alternatives. Brinker Capital conducts ongoing due diligence on every underlying manager, making it a fully delegated, turnkey solution for advisors who want sophisticated portfolio management without the complexity of a custom SMA.

Disciplined Equity is Brinker Capital's systematic equity strategy — quantitatively informed but people-managed, with every trade reviewed by the portfolio team before execution. Orion manages approximately $2.7 billion across 47 strategies spanning Market Beta, Factor, Thematic, and ESG/SRI — making it a scalable, consistent equity process advisors can explain clearly in client conversations.

Orion Fixed Income builds portfolios from individual bonds — not pooled funds — using Brinker Capital's proprietary in-house credit research, giving advisors full transparency over holdings, duration, credit quality, and income timing. Portfolios can be customized across six dimensions including tax status, cashflow targets, and ESG criteria, making it well-suited for income-dependent clients such as retirees and conservative allocators.

Brinker Capital has operated on the same four principles since 1987: keep investors invested through volatility, apply institutional-grade due diligence to every manager and strategy, diversify across multiple asset classes to balance risk, and align portfolio construction with each investor's long-term goals. These aren't abstract values — they're the operating logic behind every Brinker Capital strategy, from the multi-manager structure of Destinations Funds to the credit research underlying the Fixed Income SMAs.

High-net-worth clients expect active oversight, tax management, customization, and institutional-grade strategies — capabilities most advisors can't build in-house without significant cost. Brinker Capital gives advisors the full depth of that offering across multi-asset allocation, systematic equity, fixed income, and structured products, creating a more compelling value proposition for HNW prospects without requiring advisors to build their own investment operation.

The Structured Notes SMA is two distinct strategies — a Growth SMA and an Income SMA — each available with a $50,000 minimum and daily liquidity. The Growth SMA uses equity-linked notes designed to offer market participation with a defined downside barrier; the Income SMA targets higher income than traditional bonds through contingent coupon payments with laddered maturities. Both are professionally managed by Brinker Capital, making structured products more accessible than traditional alternatives that typically require higher minimums and longer lock-ups.

Destinations Funds are a fully delegated, multi-asset solution — Brinker Capital handles all manager selection, monitoring, and allocation decisions. Custom Indexing directly owns individual securities, giving advisors granular control over tax management, exclusions, and personalization at the client level. The two are complementary: Destinations suits clients who want a complete managed solution; Custom Indexing suits clients with specific tax or personalization needs.

Brinker Capital's strategies are available through Orion Portfolio Solutions, Orion's open architecture TAMP, alongside third-party strategists on the same platform. To explore which strategies fit your client base and how to get started, contact the Orion Wealth Management team.

The Brinker–Capital Group ETF Portfolios are risk-based multi-asset portfolios that pair Brinker Capital's dynamic asset allocation process with actively managed ETFs from Capital Group. Capital Group's investment approach uses a multi-manager structure — combining independent, high-conviction decision-making from multiple portfolio managers on each fund — which Brinker incorporates into a disciplined allocation framework. Available with a $5,000 minimum, they are suited for advisors who want active equity exposure delivered efficiently in an ETF format within a professionally managed multi-asset portfolio.

The Brinker–Main Management Portfolios are a suite of four risk-based and objective-oriented portfolios available with a $5,000 minimum. Each portfolio is built from a blend of three components: Brinker Capital's proprietary Destinations mutual funds for multi-manager active exposure, Main Management ETFs for tactical positioning, and passive third-party ETFs for cost-efficient core allocations. The result is a single portfolio solution that combines multiple investment approaches — active, tactical, and passive — without requiring advisors to assemble or manage the components themselves.

The Destinations ETFh Portfolios are multi-asset portfolios available with a $25,000 minimum that combine two types of exposure in one structure: actively managed third-party mutual funds and ETFs for alpha-seeking allocations, and passive third-party ETFs for index-based core positions. This hybrid ("h") approach gives advisors institutional-grade asset allocation with the flexibility to draw on both active and passive investment vehicles — appropriate for practices moving toward an ETF-forward model without abandoning active management entirely.

Brinker Core Guided follows the same asset allocation principles as the Destinations Mutual Funds, but instead of allocating through pooled funds, it fills each sleeve directly through separately managed accounts ($500,000 minimum). This structure gives clients full transparency into the underlying securities held in their portfolio and direct ownership of those positions — unlike a mutual fund, where holdings are commingled across all investors. Core Guided is appropriate for advisors serving clients who want the discipline of the Destinations framework with the accountability and personalization that comes from separate account ownership.