Orion, a premier provider of transformative wealth tech solutions for fiduciary advisors, announced the launch of a new suite of ETF portfolios utilizing Capital Group ETFs. Capital Group is home to American Funds. These portfolios, managed by Brinker Capital, are available exclusively on the Orion Portfolio Solutions (OPS) and Brinker platforms.
This also marks the introduction of one of the first 100% all Capital Group ETF models, which will allow financial advisors and their clients to access Capital Group’s long-term investment strategies through Orion’s innovative offerings.
Capital Group has been a trusted asset management name since 1931, singularly focused on delivering superior investment results over the long term. Capital Group has earned a reputation for excellence in active management with $2.7+ trillion in assets under management and a global presence spanning 32 office locations with more than 8,800 employees.
The key features of the Brinker Capital Group ETF Model Portfolios include:
— 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 centered on long-term client success. Brinker Capital has more than 20 years of experience in managing ETF portfolios.
— Active Management: Capital Group’s active ETFs represent some hallmark investing capabilities, as well as 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 $1 billion in AUM in the past two years.
— 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
KEY QUOTES:
“We are excited to offer these innovative ETF portfolios exclusively to our advisors. 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.”
-Ron Pruitt, President of Orion Wealth Management
“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.”
-Pete Thatch, Wealth Management Director of National Accounts and Product at Capital Group
