In this month’s video update, Rusty Vanneman, Chief Investment Officer – Wealth Management, dives into three key financial market questions with Brian Storey, Deputy CIO of Destinations Portfolios. Rusty and Brian discuss topics that are top of mind for investors:

Watch to learn:

  • What do potential capital gain distributions look like for the Destinations Mutual Funds? 

  • What is the format of the Destinations Board Meeting, and can you provide a sneak peak into the material presented? 

  • What are some of the highlights in terms of the outlook for 2024?  

  • And more!

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments 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.

 

 

 

Compliance Code: 0 0 3 7 Brinker Capital Investment January 5,2024