Access Next-Level Investment Management: Enhancements to Core Select and Core Guided
Join us for an exciting webinar as Case Eichenberger, Head of Investment Strategy, and Mike Forker, EVP, Wealth Management Operations, present the latest enhancements to Core Select and Core Guided. Discover how these innovations are set to revolutionize your investment management process and unlock new growth opportunities for your firm.
They’ll show you how you can deliver consistent, risk-adjusted returns, help investors stay invested, and spur growth for your firm — fueled by an experienced investment team, extensive due diligence, and powerful investment management technology, including:
You’ll also learn the differences between Core Guided and Core Select and the use cases for using them to help achieve your client’s financial goals.
Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. For financial professional use only. Not intended for public distribution.