Portfolio Recipes: Core Guided Portfolio Recipes
In a world inundated with investment options, how do you build a portfolio with the top managers across separately managed accounts (SMAs), exchange-traded funds (ETFs), and mutual funds?
Join Rusty Vanneman, CFA, CMT, BFA, Chief Investment Officer, at Orion and Brinker Capital Investments' Senior Portfolio Managers Grant Engelbart, CFA, CAIA, and Andrew Goins, CFA, as they dive into the Brinker Core Guided strategy, a multi-asset core portfolio that utilizes a variety of investment vehicles to continue to strive for better outcomes.
They’ll share key features and benefits of the Core Guided Portfolios that make this strategy a compelling offering for taxable and tax-sensitive clients alike.
You’ll learn about:
Manager Due Diligence: Gain insights into the evaluation process for selecting top-tier investment managers.
Portfolio Construction: Discover how Core Guided Portfolios are constructed to align with different risk profiles and investment objectives.
Risk Management Methodologies: Explore the robust risk management strategies implemented to mitigate potential market fluctuations and protect client portfolios.
For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC, an Orion Company, is 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 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 cmtassociation.org._1686336712430