Brinker Capital Investments
Brinker Capital Investments, partnered with Orion since 2020, leverages 35 years of experience and a multi-asset class, rigorously researched investment approach to empower financial advisors with customizable portfolios designed to help investors build and protect wealth through consistent, risk-adjusted returns and meaningful diversification.
Powering Advisors and Investors for 35 Years
Help investors build and protect wealth with Brinker Capital Investments, the brand that powers Orion’s proprietary investments arm.
After partnering together in 2020, Brinker Capital and Orion combined to massively extend our scale and capabilities, reaffirming our long tenure and commitment to empowering advisors to help investors stay invested and deliver consistent, risk-adjusted returns through meaningful portfolio diversification.
Your Investment Management Partner
Stay Focused on Your Clients
Access our team of experienced investment specialists for the support you need to provide a best-in-class client experience.
Solutions and Strategies
Get investment portfolios thoughtfully designed using our multi-asset class approach that is customizable to meet a range of client needs.
Investment Specialists
Access a complete team of investment professionals, including CFA charterholders, solely focused on the markets and investments.
Proven Investment Approach
Take confidence that all of our portfolios are constructed using our multi-asset class approach and rigorous due diligence.
Experience matters.
27 years of historical performance
Our proven track record spans nearly three decades, with our investment approach executed through all kinds of market circumstances.
Our Investment Philosophy
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.
How to Win in the High-Net-Worth Investor Marketplace
Over 60% of high-net-worth investors want more personalization in their wealth management relationships.¹
In order to meet the demands of this lucrative marketplace, you’ll need a comprehensive solution that is customizable to meet a range of services, including tailored portfolios, multi-layered tax management, and high-touch service and support.
Orion Custom Indexing
Customize at Scale. Add Revenue. Click Once.
Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution.
Focus on What Matters Most
Our solutions, experience, approach, and service can help you stay focused on your clients, deliver better experiences, and grow your business.
Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments is a registered investment advisor.
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