Today Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively.

Key Takeaways

• [03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions.
• [09:05] - Who have  provided some of their key philosophical insights over the years and how have those influences impacted their style of investing?
• [12:10] - What is the elevator pitch for what the Destination Strategies at Brinker Capital are and what they are trying to accomplish?
• [12:55] - How do the above strategies differ from other multi-asset strategies that are available?
• [17:04] - How do they hone the art of Portfolio Management and how do Brian and Andrew interface in their day to day?
• [21:17] - Learn a bit more about the due diligence process for Brinker’s Destination strategies.
• [25:25] - When searching for managers, what are some of the key attributes they look for and, on the flip side, what are some reasons why they might terminate a manager?
• [27:47] - What is some of the risk management research that goes into their Destinations portfolio?
• [32:11] - What market environments might these strategies perform best in and vice versa?
• [37:49] - What are each of their favorite investment ideas currently?

Quotes

[16:03] - “[Brinker’s] use of…diversifying asset classes or strategies [sets us apart]...As we look at some of our peers…they tend to be much more traditional asset classes, more focused on equities and Fixed Income…That’s been a hallmark of Destinations at Brinker Capital for many many years and we do think that is both an area where we add a lot of value but [is also] just a differentiator from our peers.” ~ Andrew Goins

[27:01] - “[When selecting an asset manager] you…want to see, you know, curiosity, creativity [and] the ability to adapt the process to potentially changing market conditions or different environments…being able to be flexible in their approach [is so important]...and can benefit the portfolio performance going forward” ~ Brian Storey

Links

• “Into the Great White Open” by Tom Petty and The Heartbreakers
• “The Gambler” by Kenny Rogers
• Orion Wealth Management

Connect with Us

• Meet Rusty Vanneman, Orion’s Chief Investment Officer
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosure(s) - Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)

The Destinations Funds are distributed by Foreside Fund Services, LLC.

Compliance Code: 0969-OPS-4/22/2024