Orion’s new Brinker-managed model portfolio suite is one of the first to be built completely with Capital Group ETFs, available exclusively on Orion platforms, offering actively managed portfolios designed to help advisors meet their clients’ financial goals

Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced the launch of a new suite of ETF portfolios utilizing Capital Group ETFs. Capital Group is home of American Funds. These portfolios, which are managed by Brinker Capital, are available exclusively on the Orion Portfolio Solutions (OPS) and Brinker platforms. This marks the introduction of one of the first 100% all Capital Group ETF models, providing financial advisors and their clients with access to Capital Group's long-term investment strategies through Orion’s innovative offerings.

Capital Group has been a trusted name in asset management since 1931, singularly focused on delivering superior investment results over the long term. With more than $2.7 trillion in assets under management and a global presence spanning 32 office locations with more than 8,800 employees,¹ Capital Group has earned a reputation for excellence in active management.

“We are excited to offer these innovative ETF portfolios exclusively to our advisors,” said Ron Pruitt, President of Orion Wealth Management. “Capital Group’s long-term focus and robust investment strategies align perfectly with Orion’s commitment to providing advisors with the tools to help their clients succeed. This launch represents a significant milestone building on our relationship with Capital Group and in our ongoing efforts to deliver comprehensive wealth solutions and a full breadth of open architecture investment solutions. Brinker’s management of these portfolios highlights our dedication to utilizing an experienced firm with a long-term focus to meet the evolving needs of our advisors.”

Pete Thatch, Wealth Management Director of National Accounts and Product at Capital Group, commented, “All of our ETFs focus on major asset allocation categories used by advisors when constructing client portfolios and are designed to represent high conviction, long-term investment horizons. Our ETF suite represents some of our investment group’s hallmark capabilities with deep experience and our time-tested multi-manager approach, and we’re delighted Brinker has chosen Capital Group ETFs to comprise these active ETF model portfolios, available on the Orion platform.”

Key Features of the Brinker Capital Group ETF Model Portfolios

• Dynamic Asset Allocation Implemented by Experienced Team: The portfolios are managed using Brinker Capital’s forward-looking dynamic asset allocation approach designed to deliver outcomes that are centered on long-term client success. Brinker Capital has more than 20 years of experience in managing ETF portfolios.
• Active Management: Capital Group active ETFs represent some of their hallmark investing capabilities with deep experience and a time-tested multi-manager approach. Capital Group is among the fastest organically growing active ETF issuers, representing 19.7% of active ETFs that reached over $1B in AUM in the past two years.²
• Accessible Investing: With a minimum investment of just $5,000, the Brinker Capital Group ETF Models are accessible to a broad audience.

Webinar & Additional Resources

To learn more about this exclusive new offering and how it can benefit your clients, join us for a webinar on October 29 at 1 p.m. CDT.

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.4 trillion in assets under administration and $69.4 billion of wealth management platform assets (as of June 30, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms³ rely on Orion’s technology to power their businesses and win for investors. Learn more at orion.com.

¹Source: As of June 30, 2024. About Us, Capital Group, 2024.

²Source: Morningstar direct US ETFs only as of August 31.

³Source: 2024 Top 100 RIA Firms, Barron's, 2024.

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, an Orion Company, is a registered investment advisor. Capital Group and Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments are not affiliated companies.

2503-OPS-9/27/2024

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