Brinker Capital’s Wealth Advisory, a high-touch service for individual and institutional investors with more than $1 million of investable assets, is now integrated on the Orion platform to assist advisors in attracting, managing, and retaining high-net-worth clients.
Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, BFA, John H. Crawford, IV, CFA, Managing Director at Crawford Investment Counsel, and Stan Sattler, Director of Investment Solutions at Belle Haven Investments to hear how you can leverage institutional-quality investment management and a team of resources to grow your high-net-worth business.
For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC a registered investment advisor. Brinker Capital Investments, LLC a registered investment advisor.
The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.