Investment solutions

Overview

Brinker Capital's investment team continually applies, refines and enhances the principles of diversification through multi-asset class solutions, designed to deliver consistent, risk-adjusted returns and better outcomes.

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Strategic portfolios

Comprehensive actively managed multi-asset class investment programs

Absolute return portfolios

Broadly diversified, actively managed absolute return strategies that complement an overall portfolio

Goals-based solutions

Packaged investment solution designed to help investors manage the emotions of investing

Strategic portfolios with active overlay

Brinker Capital provides a wide range of professionally managed advisory portfolios built using our multi-asset class investment philosophy foundation.  These asset allocation portfolios seek to meet a multitude of investor goals and objectives. In addition to these investment programs, Brinker Capital provides customized portfolios to accredited investors. These portfolios are built in conjunction with industry-leading investment partners who have met our rigorous screening standards and adhere to our investment philosophy of diversification, innovation and active management.

Destinations
A comprehensive investment management program with asset allocation strategies invested in mutual funds. Since 1995, this investment program has sought to provide consistent, risk-adjusted returns and downside protection.

The program consists asset allocation models that range from conservative to aggressive risk tolerances, with portfolios that are automatically rebalanced quarterly to maintain the original asset allocation. The program can be delivered in mutual fund advisory, ETF hybrid, index funds, or collective investment trusts.

Core Guided
A comprehensive investment management program with asset allocation strategies invested in managed accounts, exchange-traded funds (ETFs), mutual funds and limited partnerships.

The program consists of 12 asset allocation models that range from conservative to aggressive risk tolerances, with portfolios that are automatically rebalanced quarterly to maintain the original asset allocation.

Personal Portfolios
A comprehensive investment management program with asset allocation strategies invested in managed accounts, exchange-traded funds (ETFs), mutual funds and individual securities. This program offers a variety of tax-aware asset allocation strategies and has the ability to harvest tax losses or gains.

The program consists of 12 asset allocation models that range from conservative to aggressive risk tolerances, with portfolios that are automatically rebalanced quarterly to maintain the original asset allocation.