Orion, the wealthtech solutions provider for fiduciary advisors, announced the launch of a new suite of ETF portfolios that utilize Capital Group products.
The portfolios, managed by Brinker Capital, are available exclusively on the Orion Portfolio Solutions (OPS) and Brinker platforms.
“This launch marks the introduction of one of the first models composed entirely of Capital Group ETFs, providing financial advisors and their clients access to Capital Group’s long-term investment strategies through Orion’s innovative offerings,” states the release accessed by Funds Society.
Capital Group manages more than $2.7 trillion in assets and has a global presence spanning 32 offices with over 8,800 employees.
“We are excited to offer these innovative ETF portfolios exclusively to our advisors. Capital Group’s long-term focus and strong investment strategies align perfectly with Orion’s commitment to providing advisors with the tools to help their clients succeed. This launch marks an important milestone in our relationship with Capital Group and in our continued efforts to deliver comprehensive wealth management solutions and a wide range of open architecture investment options,” said Ron Pruitt, president of Orion Wealth Management.
Additionally, Pete Thatch, Director of Wealth Management for National Accounts and Products at Capital Group, commented: “All our ETFs focus on the core asset allocation categories used by advisors when building portfolios for their clients and are designed to represent long-term, high-conviction investment horizons. Our ETF suite represents some of our investment group’s distinctive capabilities, with deep expertise and our proven multi-manager approach, and we are thrilled that Brinker has selected Capital Group ETFs to be part of these actively managed model ETF portfolios, available on the Orion platform.”
Key Features of the Brinker Capital Group ETF Model Portfolios:
– Dynamic asset allocation implemented by an experienced team: The portfolios are managed using Brinker Capital’s forward-looking dynamic asset allocation approach, designed to deliver client-centric long-term success. Brinker Capital has more than 20 years of experience managing ETF portfolios.
– Active management: Capital Group’s active ETFs represent some of its distinctive investment capabilities, with deep expertise and a proven multi-manager approach. Capital Group is one of the fastest-growing issuers of active ETFs, representing 19.7% of active ETFs that surpassed $1 billion in assets under management in the past two years.
– Accessible investment: With a minimum investment of just $5,000, Brinker Capital Group ETF Models are accessible to a broad audience.