Resource center

Resource center

Featured resources

  • Destinations 20 Year Anniversary Video

    For 20 years, the Brinker Capital Destinations team has helped investors in their quest to achieve their goals.

Results

Webinar Replay

Click the image to the left and register to access the replay (registration required).

Listen to Brinker Capital investment professionals Jeff Raupp, CFA and Tim Holland, CFA, as they provide a look back at 2Q2018 asset class returns and an outlook to the third quarter.

Click here for the presentation slides from Brinker Capital’s 3Q2018 market and economic outlook webinar.

Webinar Replay

Click the image to the left and register to access the replay (registration required).

Listen as Thomas K.R. Wilson, Managing Director of Wealth Advisory, Senior Investment Manager, provides timely and relevant information that will help prepare you with the answers to clients’ tough questions.

Webinar presentation

Click here to access the presentation slides from the Wealth Advisory Webinar that covers timely and relevant topics to help address critical questions this quarter from the minds of investors.

Webinar

Register to attend the Brinker Capital market & economic outlook webinar with Jeff Raupp, CFA, and Tim Holland, CFA as they provide a look back at 2Q asset class returns and an outlook to the third quarter.

Date: Monday, July 9
Time: 4:00 PM ET/1:00 PM PT

Core Guided Fact Sheets

Click the image to the left and register to access the replay (registration required).

Listen as Jason Moore and Amy Magnotta discuss the reallocation of the Destinations taxable portfolios containing third-party mutual funds to begin including the Destinations Funds.

Click here for the presentation slides from the Destinations taxable portfolio reallocation webinar hosted by Jason Moore and Amy Magnotta.

Core Strategy Update

Sterling Mid Cap Value 1Q18 Strategy Update

Systematic Free Cash Flow SMID Value 1Q18 Strategy Update

Sustainable Growth Advisers Large Cap Growth 1Q18 Strategy Update

Strategas Policy Opportunities 1Q18 Strategy Update

Market & Economic Outlook

Market & Economic Outlook – July 2018

Volatility continued into the second quarter with risk asset performance mixed. Geopolitical risk created uncertainty within markets as the threat of US tariffs along with planned retaliation amongst global trading partners escalated throughout the quarter. The Federal Reserve (Fed) implemented a 25 basis point (bps) rate hike in June and revised its forecast from three to four rate hikes for 2018. Concern over a more hawkish Fed coupled with increasing trade tensions will likely cause volatility to persist, but we expect fiscal stimulus and strong fundamentals will lead to positive economic growth over the intermediate term.

Core Performance

Annualized manager and benchmark performance for the Core Asset Manager Program.

Crystal Strategy I Fact Sheet

On Demand Webinar

Click the image to the left and register to access the replay (registration required).

Listen as Chris Hart and Andrew Goins cover performance, manager highlights, and platform activity in the third quarter.

For existing Core Asset Manager financial advisors only.

Webinar Presentation

Click here for the presentation slides from the 1Q18 Core Asset Manager webinar hosted by Chris Hart and Andrew Goins.

For existing Core Asset Manager financial advisors only.

Core overview flier

High level overview of Core product offering including Select and Guided. Fees are listed on the back.

Webinar Presentation

Click here to access the presentation slides from the 1Q18 Destinations on-demand webinar.

For existing Destinations financial advisors only.

On Demand Webinar

Click the image to the left and register to access the replay (registration required).

Listen as Amy Magnotta, CFA  and Leigh Lowman, CFA give a portfolio and performance update of Destinations in the first quarter of 2018.

For existing Destinations financial advisors only.

Core Asset Manager

A complete list of manager and strategy offerings on the Core Asset Manager platform as of 03/31/18.

Managed primarily for income and capital preservation, ITTE seeks to exploit inefficiencies in the municipal bond market through the use of active portfolio management.

Press Release: Brinker Capital’s Growth Continues with Key Hires for Marketing and Wealth Advisory Teams

BERWYN, Pa. (March 1, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its marketing and wealth advisory teams with three key hires: Jason Brown as Director of Digital Marketing, Julie Olley as Wealth Advisory Account Executive, and Mark Yoder, CFA, as Wealth Advisory Account Executive.

The PENN Small Cap Equity style seeks to achieve capital appreciation from investments in publicly traded, small capitalization companies.

Vlog

Vlog – Market volatility: It’s back! Why? And what comes next?

Brinker Capital’s Global Investment Strategist, Tim Holland, provides perspective around recent market volatility, what triggered it and what impact it’s having on our thinking and portfolio positioning.

The strategy’s objective is to outperform the S&P 500 Index by focusing on stocks that are attractively valued with improving prospects.

Wasmer, Schroeder & Company’s Strategic Tax Exempt Fixed Income style seeks to maximize tax exempt income without duration or maturity restrictions.

Combining fundamental and ESG inputs to create a diversified portfolio of global stocks seeking long-term capital appreciation.

To participate in up markets while outperforming the Russell 1000 Growth Index, with less volatility, over a full market cycle.

To provide above-market income, defend in down markets, and outperform the Russell 200 Value Index, with less volatility, over a full market cycle.

Long-term capital appreciation through investment in equity securities of companies based outside of the United States.

Portfolio seeks to provide risk-adjusted returns that outpace the Russell 3000 Index over a full market cycle.

Seeks to provide current income and capital preservation while aiming to outperform the Barclays U.S. Aggregate Bond Index over a full market cycle.

Seeks to provide tax advantages income and capital preservation while aiming to outperform the B of A Merrill Lynch 1-10 Year Municipal Bond Index over a full market cycle.

Portfolio seeks to provide risk-adjusted returns that outpace the Russell 3000 Index over a full market cycle.

Seeks to provide current income and capital preservation while aiming to outperform the Barclays U.S. Aggregate Bond Index over a full market cycle.

Portfolio seeks to provide risk-adjusted returns that outpace the MSCI World ex USA Index over a full market cycle.

Seeks to provide tax advantages income and capital preservation while aiming to outperform the B of A Merrill Lynch 1-10 Year Municipal Bond Index over a full market cycle.

Portfolio seeks to provide risk-adjusted returns that outpace the MSCI World ex USA Index over a full market cycle.

Seeks to preserve and grow purchasing power above inflation through a full market cycle using real assets.

Conference call replay

Click the image to the left and register to access the replay (registration required).

Listen to the conference call replay as Jeff Raupp, CFA, Director of Investments and Amy Magnotta, CFA, Senior Vice President and Head of Discretionary Portfolios provide context around the recent market activity.

Podcast

Investment Insights Podcast: The yield curve – What is it and why does it matter? – 1/26/18

Brinker Capital Senior Vice President and Global Investment Strategist, Tim Holland,  discusses a topic that’s been receiving significant attention from the media and investors, and that’s the yield curve.

Foreign securities are more volatile, harder to price and less liquid than U.S. securities; and are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.

Press Release

Brinker Capital Expands Sales and Investment Teams with Key Hires

BERWYN, Pa. (Jan. 30, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its sales and investment teams with three key hires: Anthony Gonzales as Regional Director, Todd Cole, CFA, as Wealth Advisory Portfolio Consultant, and David Hall, CFA, as Senior Vice President, Head of Quantitative Strategy.

Podcast

Investment Insights Podcast: Investor sentiment vs. corporate sentiment – 1/19/18

Brinker Capital Director of Investments, Jeff Raupp, focuses on two indicators we include on the Brinker Capital Market Barometer, namely investor sentiment and corporate sentiment, and our thoughts on how they impact markets.

Why We Own What We Own

We incorporate our best ideas into portfolios to reflect our most up-to-date approaches for the short and long term.

An intensive, team-based approach enables us to
generate ideas, drawing on our extensive experience
and current insight. All of this supplies you with a ready
source for intelligent, useful solutions.

News Flash

Important updates regarding the Core Guided program.

For existing Core Guided financial advisors only.

Brinker Capital investment brochure

Brinker Capital investment brochure

Overview of Brinker Capital’s investment beliefs, philosophy and collaborative process. This includes a deeper look into the asset allocation and manager research and selection processes, as well as portfolio construction and ongoing monitoring.

Webinar replay

Click the image to the left and register to access the replay (registration required).

Listen to the 2018 kick off webinar that provides an update on Brinker Capital’s Fiduciary Focus, security and technology, as well as an overall outlook for 2018.

Presentation Slides

Click here for the presentation slides from Brinker Capital’s Fiduciary Focus webinar.

Podcast

Investment Insights Podcast: A review of 2017 markets – 1/5/18

Brinker Capital Investment Manager, Leigh Lowman, provides a quick review of the markets over the past year.

Podcast

Investment Insights Podcast: US vs. International – 12/19/17

Brinker Capital Senior Vice President and Global Investment Strategist, Tim Holland,  discusses why Brinker Capital has a bias toward US equities relative to developed international equities.

Press release

Brinker Capital Announces Departure of Vice Chairman

BERWYN, Pa. (Dec. 12, 2017) – Brinker Capital, a leading investment management firm focused on multi-asset class investing, announced today that Vice Chairman John Coyne III will be leaving the company to pursue a new opportunity, effective December 31, 2017. John served as vice chairman since 2012.

The strategy seeks to track the S&P 1500® Index on a pre-tax basis by investing in a subset of securities from within the index. Taxable accounts may utilize loss harvesting and tax management techniques to seek outperformance on an after-tax basis.

The strategy seeks to track the S&P 600® Index on a pre-tax basis by investing in a subset of securities from within the index. Taxable accounts may utilize loss harvesting and tax management techniques to seek outperformance on an after-tax basis.

Podcast

Investment Insights Podcast: A review of November markets – 12/8/17

Brinker Capital Investment Manager, Leigh Lowman, provides a quick review of November markets.

Press Release: Brinker Capital Announces Launch of Brinker Capital RIA Services to Focus on Serving Registered Investment Advisors

Brinker Capital RIA Services Provides the Community, Technology, and Support to Help RIAs Grow Their Business.

White Paper

Politics and Markets

As Americans grapple with the decisions of the current administration, the political and cultural chasms are as wide as ever in our country. For financial advisors, it’s most evident as they watch their clients’ political persuasions drive investment decisions and conversations.

Presentation Slides

Click here to access the presentation slides from the Client Service webinar that was hosted by Stan Warchol and Jim O’Hara on November 9, 2017.

For existing financial advisors and their support staff. 

Webinar Replay

Click the image to the left and register to access the replay (registration required).

Listen as Stan Warchol and Jim O’Hara cover an update to the client service team, recent enhancements to the advisor experience as well as a security discussion.

Asset Class Review

Asset Class Review

Webinar Presentation

Click here to access the presentation slides from the Wealth Advisory Webinar that covers timely and relevant topics to help address critical questions this quarter from the minds of investors.

Webinar Replay

Click the image to the left and register to access the replay (registration required).

Listen as Thomas K.R. Wilson, Managing Director of Wealth Advisory, Senior Investment Manager, provides timely and relevant information that will help prepare you with the answers to clients’ tough questions

 

Overview

Brinker Capital corporate overview 2018

Stats and corporate overview of Brinker Capital, including investment approach

Webinar Replay

Click the image to the left and register to access the replay (registration required).

Listen as Matt Coyne, President of Brandywine Mergers & Acquisitions provides tips on how to help your clients understand the process of preparing to sell their business.

Webinar Replay

Click the image to the left and register to access the replay (registration required).

Listen to the webinar replay with Andrew Haas of Blank Rome that covers the latest trends in legacy planning and how to effectively integrate the estate and financial planning process to provide the peace of mind the owner requires to move forward in the sale of their business.

Brinker Capital marks 30th anniversary with launch of Destinations Funds

BERWYN, Pa. (April 10, 2017) – Brinker Capital, a leading investment management firm focused on multi-asset class investing, today announced the launch of the Destinations Funds (the Funds), a series of 10 multi-manager mutual funds advised by Brinker Capital. The Funds now serve as the building blocks of the Destinations fee-based mutual fund advisory portfolios, which launched in 1995 and currently have $9.3 billion in assets under management (as of March 31, 2017). This announcement comes as the firm is set to celebrate its 30th anniversary on April 17.

Press Release

Brinker Capital expands investment team with key hire and appointments

BERWYN, Pa. (April 5, 2017) – Brinker Capital, a leading investment management firm focused on multi-asset class investing, today announced the expansion of its investment team with three key appointments: Tim Holland, CFA as Senior Vice President, Global Investment Strategist and Vice Chair of the Asset Allocation Committee; Amy Magnotta, CFA as Senior Vice President, Head of Discretionary Portfolios and Chair of the Asset Allocation Committee; and Jeff Raupp, CFA as Director of Investments and Chair of the Investment Group Executive Committee.

Use the Brinker Capital website to generate a report of clients impacted by the Destinations and Personal Benchmark reallocation and fee changes

Quarterly Commentary

As of March 2018

Wealth Advisory

The power of Wealth Advisory is the partnership that Brinker Capital fosters with you and your clients to provide the breadth of capabilities of a large-scale investment management firm with the accessibility and personalization of a boutique provider.

Market review, portfolio performance and positioning commentary for the quarter, including monthly performance and 23 year calendar performance

Quarterly commentary

This paper provides a historical perspective on interest rates, the catalysts for higher interest rates in the future and Brinker Capital’s portfolio positioning in
defense of rising rates.

Monthly performance

Performance data for all models

News Flash

Portfolio manager commentary and market outlook along with detailed reallocation information.

News Flash

Important Information Regarding Brinker Capital’s  ETFh Strategies

Core Asset Manager Strategy Update

Alta Large Cap Quality Growth 1Q18 Strategy Update

Core Strategy Update

Chartwell Mid Cap Value 1Q18 Strategy Update

Core Asset Manager Strategy Update

ClearBridge International Growth ADR 1Q18 Strategy Update

Core Asset Manager Strategy Update

Delaware Large Cap Value 1Q18 Strategy Update

Core Strategy Update

Edge Small Mid-Cap Value 1Q18 Strategy Update

Core Asset Manager Strategy Update

Fiera Small Cap Growth 1Q18 Strategy Update

Strategy Update

Fiera Small-Mid Cap Growth 1Q18 Strategy Update

Core Asset Manager Strategy Update

GW&K SMID Cap Core 1Q18 Strategy Update

Core Asset Manager Strategy Update

Logan Core Equity 1Q18 Strategy Update

Core Asset Manager Strategy Update

London Mid Cap Equity  3Q17 Strategy Update

Core Strategy Update

MFS International Research ADR 1Q18 Strategy Update

Core Strategy Update

Neuberger Berman International ADR 1Q18 Strategy Update

Destinations ETFh Monthly Performance

Monthly performance for the Destinations ETFh qualified strategies

Destinations overview

Destinations Mutual Fund Strategies Overview

Destinations mutual fund strategies overview

Portfolio overview

Destinations ETFh portfolios offer different balances of risk and reward, depending on an investor’s risk tolerance, and time horizon.  They’re all designed to offer consistent, competitive performance while seeking to achieve better risk-adjusted returns over the long-term.

Commentary

Commentary  for Destinations ETFh portfolios

Destinations ETFh Fact Sheets

Destinations ETFh Qualified & Taxable Fact sheets

Core investor brochure

Overview of Core Asset Manager product offering, approved for use with investors

Destinations

We incorporate our best ideas into portfolios, so that they reflect our most up-to-date approaches for the short and long term.  An intensive, team-based approach enables us to generate ideas, drawing on our long experience and newest insights.  All of this supplies you with a ready source for intelligent, useful solutions.

Holdings overview

Overview of Destinations ETFh program including the underlying investments and portfolio manager rationale behind each holding

Brinker Capital Retirement Plan Services works with advisors to provide investment solutions to serve the various needs of plan sponsors and plan participants.

Wealth Advisory Investor Overview

Wealth Advisory Overview for Investors

Wealth Advisory believes that your clients needs are unique and personal to their lifetime goals.  Use this overview to help explain the partnership between you and Brinker Capital and the dedicated service and support available to them.

Product change information

News Flash outlining changes across all Personal Benchmark models

Tax Information

Important information around the 2017 tax season including forms, report instructions and the tax form mailing schedule.

Destinations investor brochure

Destinations investor brochure

Destinations is an investment solution that utilizes a multi-asset class approach through a variety of allocation portfolios, each targeting a specific investment objective.

Destinations IDX performance

PB Guide

Personal Benchmark Guide to Goals-Based Performance Reporting – 12/31/17

This guide will help you better understand the Performance Report and can be used as a tool to deepen the relationship with your client.

Tax Information

Tax Form Mailing Schedule 2017

2017 Mailing Schedule by Tax Form

Tax Form

As a service to our taxable clients, each year we offer you the opportunity to realize taxable gains or losses in your accounts. If your accounts have unrealized losses, these losses could be used to offset gains you may have realized earlier this year. This may help to reduce the capital gains tax you will pay for the year end 2018. If your accounts have unrealized gains, these gains could be used to offset losses you may have realized earlier this year or have carried forward from previous year(s).

Core Fact Sheet

To track the performance of a target index on a pre-tax basis while adding alpha on an after-tax basis through systematic tax loss harvesting.

Core Fact Sheet

Strategic Research seeks to generate a premium to the broad U.S. market by integrating top-down investment themes with bottom-up security selection.

Core Fact Sheet

Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small growth-oriented companies.

Core Fact Sheet

Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small and mid-cap growth-oriented companies.

Core Fact Sheet

To provide growth with lower volatility than a typical equity offering.

Core Fact Sheet

To preserve and enhance clients’ wealth while assuming moderate levels of risk.

Core Fact Sheet

The main objective of Ladder PLUS is income generation and preservation of principal. while there are many bond ladders out there, this ladder has an opportunistic overlay based on the concept that everything has a price.

Core Fact Sheet

The strategy directive is to provide income and safety with a focus on total return.

Core Fact Sheet

The strategy seeks long-term capital appreciation, which provides
attractive excess returns relative to the Russell Midcap Index.

Core Fact Sheet

The US Mid Cap Growth Equity strategy seeks to outperform the Russell Midcap Growth Index over a long-term investment horizon.

Core Fact Sheet

The objective of the portfolio is to outperform the Russell Midcap Value Index over the long term while producing lower risk scores versus their peers.

Core Fact Sheet

The objective of the portfolio is to outperform the Russell 2000 Index over the long term while providing lower-risk scores verses their peers.

Long-term capital appreciation and consistently superior returns relative to the MSCI EAFE Index

Long-term capital appreciation and consistently superior returns relative to the MSCI EAFE Index

Core Fact Sheet

Long-term capital appreciation and consistently superior returns relative to the Russell Mid Cap Growth Index.

Core Fact Sheet

Seeks to outperform the Russell 1000 Growth Index over a three-to-five year time horizon.

Core Fact Sheet

Seeks to provide superior, consistent returns over the full market cycle.

Core Fact Sheet

A portfolio that generates high current income and attractive
long-term returns by investing in higher quality, attractively valued stocks.

Active management of high-quality municipal securities for total return that seeks to preserve the client’s principal while providing a hedge against inflation and meet or exceed the benchmark, Barclays Capital Municipal Bond Index.

Active management of high-quality taxable bond portfolios for total return that seeks to preserve the client’s principal and meet or exceed the benchmark, Barclays Capital Intermediate Gov./Credit Index.

Core Fact Sheet

Seeks to provide maximum long-term total return, consistent with reasonable risk, through investments in stocks that have the potential for capital appreciation.

Core Fact Sheet

Seeks to achieve long-term capital appreciation that outpaces the S&P 500

Core Fact Sheet

The Small Mid-Cap Dividend Income strategy seeks a relatively high level of current income  and long-term growth of income and capital by investing primarily in common stocks and small & mid-cap U.S. companies

Core Fact Sheet

Eastern Shore Small Cap Equity aims to outperform the Russell 2000 Index over a complete market cycle with lower
overall risk.

Core Fact Sheet

The Fuller & Thaler Small Cap Value strategy’s philosophy exploits behavioral over – reactions to past, negative information by the market.

Core Fact Sheet

Perform favorably versus the Barclays Aggregate Index with less credit risk and lower interest rate exposure.

Core Fact Sheet

Perform favorably versus the Barclays Intermediate Government and Credit Index with less credit risk.

Core Fact Sheet

Earn a higher yield than money market funds while performing favorably versus the Merrill Lynch 1-3 Years AAA U.S. Treasuries/Agencies Index

Core Fact Sheet

Seeks to provide superior performance to style specific (Russell 1000 Growth) benchmarks.

Core Fact Sheet

Seeks to outperform the Russell 1000 Value Index.

Core Fact Sheet

GW&K’s objective is to provide clients with a fully diversified portfolio of small and mid cap stocks that participates in rising markets while protecting during market downturns.

Core Fact Sheet

Seeks capital preservation with an emphasis on income generation as a key component to competitive total returns while minimizing risk volatility.

Core Fact Sheet

Seeks long-term growth of capital by translating Invesco’s earnings-driven approach for domestic stock selection to overseas markets.

Core Fact Sheet

Primarily larger cap equity (domestic)


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Core Fact Sheet

Strategy is designed to outperform the Russell 2000 Growth index by identifying small cap companies with a growing asset base, a stable or growing return on invested capital and at attractive valuation levels.

Core Fact Sheet

Lazard International Equity Select ADR seeks to generate strong relative returns over a longterm time horizon by investing in companies with strong financial productivity at attractive valuations.

Core Fact Sheet

Lazard Global Equity Select seeks to generate strong relative returns over a long-term time horizon by investing in companies with strong and/or improving financial productivity at attractive valuations.

Core Fact Sheet

The fund seeks long-term capital growth by investing primarily in stocks of small cap companies.

Core Fact Sheet

Seeks to provide consistent dividend income above the MSCI EAFE index average as well as outperform the index with less volatility over a full market cycle.

Core Fact Sheet

Seeks to participate in up markets and defend in down markets while outperforming the Russell 1000 Index, with less volatility, over a full market cycle.

Core Fact Sheet

The investment objective of the product is to provide superior returns versus the Russell 1000 Growth Index with less volatility.

Fact Sheet

This strategy’s investment objective is current income with a secondary objective of capital appreciation.

Core Fact Sheet

Our focus is on downside protection. Capital preservation is our highest investment priority.

Core Fact Sheet

To achieve superior, long-term capital appreciation by investing in highest conviction stocks internationally through the use of ADRs.

Core Fact Sheet

The objective of MFS’ Large Cap Value Equity discipline is to seek capital appreciation and reasonable current income.

To provide investors with liquidity, above market yields and preservation of capital by investing in a portfolio of short duration tax free bonds.

Core Fact Sheet

To provide investors with liquidity, above market yields and preservation of capital by investing in a portfolio of short duration government bonds.

Core Fact Sheet

The team seeks long-term capital growth and participation in the global equity market, excluding the U.S., through investment in diversified equities.

Core Fact Sheet

To achieve high current income while protecting principal, maintaining liquidity and diversification, and providing strong returns.

Core Fact Sheet

Portfolio’s objective is to deliver an attractive dividend, total return and risk profile relative to our primary benchmark over a complete market cycle.

Core Fact Sheet

To design client portfolios that focus on total return performance while seeking to provide consistent income that enhances the entire portfolio.

Core Fact Sheet

Deliver long-term growth of capital investing in a concentrated portfolio of small-cap companies with strong fundamentals.

Core Fact Sheet

Seeks maximum total return through investment in an intermediate-term portfolio of primarily high quality bonds.

Core Fact Sheet

The strategy seeks to provide total return consisting of long-term capital appreciation and income.

Core Fact Sheet

Using real estate stocks to provide returns over a full market cycle comparable to those experienced by direct owners of commercial real estate.

Core Fact Sheet

Maximum current income and strong total return potential in all market cycles by investing in corporate bonds and preferred stocks across the maturity spectrum.

Core Fact Sheet

To provide a sustainable and substantial level of current income by maximizing cash flows while preserving capital and assuming the least possible risk.

Core Fact Sheet

Maximum current income and strong total return potential in all market cycles by investing in corporate bonds and preferred stocks across the maturity spectrum.

Core Fact Sheet

Capital preservation, tax-free income, and total return in all market cycles investing in investment-grade municipal securities with short and intermediate-term maturity.

Core Fact Sheet

Capital preservation, tax-free income, and total return in all market cycles investing in investment-grade municipal securities with seven year maturity.

Core Fact Sheet

Salient SmallMid Core seeks growth in capital by investing in companies with positive characteristics for profit ability, growth and cash flow.

Core Fact Sheet

Total return and invests in undervalued partnerships that offer the potential for current income and capital appreciation while seeking tax efficiency.

Core Fact Sheet

Seeks to identify stocks of quality companies selling at large discounts to the underlying value of the business

Core Fact Sheet

The Portfolio invests in companies that Smith Group believes have a high probability of an earnings growth rate that will exceed investor
expectations.

Core Fact Sheet

The Portfolio invests in companies with low valuation where Smith Group believes management is taking steps to change future cash flows to exceed investor expectations.

Core Fact Sheet

The Portfolio invests in companies that Smith Group believes have a high probability of an earnings growth rate that will exceed investor
expectations.

Core Fact Sheet

Translate earnings and cash flow growth into superior risk-adjusted portfolio returns. We are growth investors who employ a bottom-up stock selection.

Core Fact Sheet

Find high-quality, undervalued companies with superior financial strength, strong free cash flows and lower relative levels of debt we believe will outperform over market cycle.

Core Fact Sheet

Find high-quality, undervalued companies with superior financial strength, strong free cash flows and lower relative levels of debt we believe will outperform over market cycle.

Core Fact Sheet

Long-term capital appreciation using a value-oriented investment approach with an emphasis on dividends.

Core Fact Sheet

Goal is to outperform our benchmark, the Russell 1000 Growth Index in both up and down markets over full market cycles.

Core Fact Sheet

Strives to maximize income and preserve principal. Invests in high investment grade securities and securities that represent good relative return and value for their clients while managing risk.

Destinations ETFH Fact Sheet

Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.

Destinations ETFH Fact Sheet

Seeks to provide current income, long-term growth of capital and a moderate level of volatility.

Destinations ETFH Fact Sheet

Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.

Destinations ETFH Fact Sheet

Seeks to provide current income and maximize long-term capital appreciation.

Destinations ETFH Fact Sheet

Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.

Destinations ETFH Fact Sheet

Seeks to provide current income, low level of volatility and some growth potential.

Destinations ETFH Fact Sheet

Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.

Territory Map

Territory Map – All States

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – FL, PR

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – DC, DE, MD, NC, VA, WV

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – NY

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – CT, MA, ME, NH, RI, Upstate NY and VT

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – IN, KY, MI, OH, TN

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client service team sheet – AL, GA, MS, SC, TN

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service team sheet – AK, Northern CA, OR, WA

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

DVA Strategy Update

Working on the time-tested principle of “buy low, sell high,” Brinker Capital has thoughtfully and systematically built the Dollar Value Averaging (DVA) strategy. The charts and information in this document provide you with product highlights and commentary.

Team Sheet

Client Service Team Sheet – AZ, CO, ID, MT, NM, UT, WY

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – NJ, PA

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – AR, LA, OK, TX

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – Southern CA, HI, NV

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Team Sheet

Client Service Team Sheet – IA, IL, KS, MN, MO, ND, NE, SD, WI

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Tax Loss Harvesting

Brinker Capital Tax Loss Harvesting Results (2008-2017)

Sample Proposal

A sample personalized investment strategy recommendation.

Crystal Sample Proposal

A sample personalized investment strategy recommendation utilizing The Personalized Distribution Strategy (PDS).

Asset Class Strategy

Seeks to preserve and grow purchasing power above inflation through a full market cycle using real assets.

Asset Class Strategy

Seeks to outperform the MSCI AC World ex. U.S. Index over a full market cycle.

Asset Class Strategy

Seeks to provide capital preservation through fixed income diversification and outperform the Barclays Aggregate Bond Index over a full market cycle.

Asset Class Strategy

Seeks to preserve and grow purchasing power above inflation using a combination of absolute return, real assets and listed private equity investments.

Destinations Fact Sheet

Seeks to provide current income, long-term growth of capital and a moderate level of volatility.

Destinations Fact Sheet

Seeks to provide current income, long-term growth of capital and a moderate level of volatility.

Destinations Fact Sheet

Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.

Destinations Fact Sheet

Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.

Destinations Fact Sheet

Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.

Destinations Fact Sheet

Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.

Destinations Fact Sheet

Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.

Destinations Fact Sheet

Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.

Destinations Fact Sheet

Seeks to provide current income, low level of volatility and some growth potential.

 

Destinations Fact Sheet

Seeks to provide current income, low level of volatility and some growth potential.

 

Destinations Fact Sheet

Seeks to provide current income and maximize long-term capital appreciation.

Destinations Fact Sheet

Seeks to provide current income and maximize long-term capital appreciation.

Destinations Fact Sheet

Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.

Destinations Fact Sheet

Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.

Destinations Fact Sheet

Seeks to provide a high level of current income, inflation protection and moderate level of volatility.

Destinations Fact Sheets

All Destinations fact sheets

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