Proprietary Trading

Brinker Capital Investments offers proprietary investment solutions featuring diversified, actively managed portfolios, customized strategies for high-net-worth clients, rigorous due diligence, and tax-efficient options like custom indexing, all designed to help advisors build and protect client wealth across all market conditions.

Proprietary Investments

Equip your investors with the right options at the right time, designed to build and protect wealth, brought to you by Brinker Capital Investments.

Every Market. Every Investor.

Help your clients achieve their goals with proprietary investments designed to deliver better outcomes, brought to you by Brinker Capital Investments. Fueled by an experienced investment team, extensive due diligence, and expertise in balancing opportunity with risk.

Personalize with Proprietary Investments

Build dynamic, diversified portfolios and help deliver consistent, risk-adjusted returns over time — all to help investors stay invested and ultimately spur growth for your firm.

Amplify Your Expertise

Always meet the evolving needs of your clients with Brinker Capital’s multiple, active managers that offer differentiated strategies to add layers of protection, and reduce active risk without sacrificing the potential for excess returns.

Drive Better Outcomes

Gain the peace of mind our experienced team provides, empowering you to stay focused on your clients — helping to protect and grow their wealth and meet their unique goals and objectives.

Serve More Clients with Customization

Access a robust range of customized solutions for high-net-worth investors, tax management and custom indexing strategies, and discretionary portfolios designed to help build and protect wealth.

Deliver Due Diligence

Leverage manager due diligence combined with quantitative tools, and feel confident in Brinker Capital’s industry-leading commitment to continuous analysis for better outcomes.

Find Your Client’s Fit

Brinker Capital Destinations Funds

Offer clients a complete investment solution designed to help them stay invested, implemented through asset allocation, manager selection, portfolio considerations, and construction and monitoring.

Custom Indexing

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively-priced solution. Easily bring proactive tax management to every client through cost-effective and customized portfolios at the touch of a button.

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.

About Brinker Capital Investments

An Unwavering Approach

We’ve held true to our investment principles since 1987, helping investors build wealth by staying invested and delivering consistent, risk-adjusted returns through meaningful portfolio diversification.

In 2020, Orion and Brinker Capital announced our partnership, massively extending the scale and capabilities of our combined firm. Together, Orion and Brinker Capital are one industry-leading organization based on both companies’ long-standing reputations of innovation and industry disruption.

Your Go-To Guide for Building Smarter Portfolios

The 2025 Orion Portfolio Solutions Cookbook is your starting point for navigating investment strategies and building well-diversified portfolios. The Cookbook features pre-designed portfolio recipes tailored to a range of client goals, such as inflation armor, all-weather, and sustainable edge, giving you a strong starting point to meet your client’s goals.

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.

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. Download our whitepaper to learn:

The opportunities in the HNWI marketplace
What high-net-worth investors are looking for from their financial advisor
How advisors can leverage the capability of a modern TAMP to better attract these clients and grow their businesses