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

Upcoming Webinar

Join Brinker Capital investment professionals Jeff Raupp, CFA and Tim Holland, CFA for the Market & Economic Outlook Webinar as they provide a look back at 3Q asset class returns and an outlook to the fourth quarter.

Date: Monday, October 16
Time: 4 PM ET/ 1PM PT

Overview

Brinker Capital corporate overview 2017

Stats and corporate overview of Brinker Capital, including investment approach

Podcast

Investment Insights Podcast: September could be a grueling month in Washington – 8/29/17

Brinker Capital Senior Vice President, Amy Magnotta, discusses how the agenda in Washington, during the month of September, will be grueling.

Podcast

Investment Insights Podcast: US Equities & Constitutional Crises – 8/23/17

Brinker Capital Senior Vice President and Global Investment Strategist, Tim Holland, examines how the stock market fared during recent Constitutional crises.

Podcast

Investment Insights Podcast: A quick review of July markets – 8/18/17

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

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.

Podcast

Investment Insights Podcast: The complacency of markets so far in 2017 – 8/7/17

Brinker Capital Director of Investments, Jeff Raupp, discusses how in an upward trending market like this, investors often start overestimating their risk appetite.

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 second quarter.

For existing Core Asset Manager financial advisors only.

Webinar Presentation

Click here for the presentation slides from the 2Q17 Core Asset Manager webinar hosted by Chris Hart and Andrew Goins.

For existing Core Asset Manager financial advisors only.

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.

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.

Podcast

Investment Insights Podcast: Emerging Markets – Going beyond the headlines – 7/28/17

Brinker Capital Senior Vice President and Global Investment Strategist, Tim Holland,  takes a closer look at Emerging Markets and why we own them.

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.

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

On Demand Webinar

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

Click here to listen to the webinar with Andy Rosenberger as he provides an update to Crystal Strategy I in 2Q17.

For existing Crystal Strategy I financial advisors only.

Webinar Presentation

Click here to access the presentation slides from the 2Q17 Crystal Strategy I webinar update.

For existing Crystal Strategy I financial advisors only.

Webinar Presentation

Click here to access the presentation slides from the 2Q17 Personal Portfolios webinar hosted by Andy Rosenberger, CFA.

For existing Personal Portfolios financial advisors only.

On Demand Webinar

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

Listen to the 2Q17 Personal Portfolios webinar with Andy Rosenberger, CFA , that covers performance, positioning and rebalance highlights.

For existing Personal Portfolios advisors only.

Webinar Presentation

Click here to access the presentation slides from the 2Q17 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 Jeff Raupp, CFA and Amy Magnotta, CFA  give a portfolio and performance update of Destinations in the second quarter of 2017.

For existing Destinations financial advisors only.

Market & Economic Outlook

Market & Economic Outlook – August 2017

After a strong first half to the year, positive economic growth continued into July.  Risk assets were up across the board and volatility was notably muted. Second quarter earnings came in strong with both revenue and earnings surprises accelerating from already strong levels, helped by a weaker US dollar and depressed oil prices. On the political front, the Senate’s failure to pass a healthcare bill cast a shadow on the “Trump trade”, bringing forth concerns on whether meaningful tax and regulatory reform can be accomplished. However, this failure may serve as a catalyst for other pro‐growth initiatives, such as tax reform, to be pushed through in the near future.  Overall economic data leans positive and we expect markets will continue to trend upward over the near term.

Webinar Replay

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

Listen to the Market & Economic Outlook webinar with Jeff Raupp, CFA, Amy Magnotta, CFA and Tim Holland, CFA as they review the first half of 2017 and discuss portfolio positioning.

Webinar Presentation

Click here for the presentation slides from the 3Q17 Market & Economic Outlook webinar hosted by Jeff Raupp, CFA, Amy Magnotta, CFA. Tim Holland, CFA .

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 Manger, provides timely and relevant information that will help prepare you with the answers to clients’ tough questions

 

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.

Core Guided Fact Sheet

Seeks to provide long-term growth of capital with moderate volatility.

Core Guided Fact Sheet

Seeks to provide long-term growth of capital with moderate volatility.

Core Guided Fact Sheet

Seeks to provide long-term growth of capital with a modest degree of volatility.

Core Guided Fact Sheet

Seeks to provide long-term growth of capital with a modest degree of volatility.

Core Guided Fact Sheet

Seeks to maximize long-term capital appreciation with moderate volatility.

Core Guided Fact Sheet

Seeks to provide long-term capital appreciation with moderate volatility.

Core Guided Fact Sheet

Seeks to provide wealth preservation.

Core Guided Fact Sheet

Seeks to provide wealth preservation.

Core Guided Fact Sheet

Seeks to maximize long-term capital appreciation.

Core Guided Fact Sheet

Seeks to maximize long-term capital appreciation.

Core Guided Fact Sheet

Seeks to maximize long-term capital appreciation primarily through equities

Core Performance

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

Asset Class Review

Asset Class Review

Core Asset Manager

Complete list of manager and strategy offerings on the Core Asset Manager platform as of 6/30/17.

Webinar Replay

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

Listen to the 2Q17 Market & Economic Outlook webinar introducing the newest member of the Brinker Capital Investment Team, Tim Holland, CFA, Senior Vice President, Global Investment Strategist.

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

Investor guide

Overview of Destinations reallocation and fee changes happening April 3, 2017 for existing Destination qualified accounts. This piece is for use with existing Destinations investors only.

Tax Info

2016 Schedule K-1 Reminder

Some publicly traded securities, in an effort to provide the most tax efficient corporate structure, will generate a Schedule K-1.

Quarterly Commentary

As of July 2017

Webinar Replay

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

Listen to the 2017 kick off webinar with Noreen D. Beaman, Jim O’Hara, Dr. Daniel Crosby and Jeff Raupp, CFA as they provide an update to Brinker Capital, information on cyber security, the dos and don’ts of investing and a market and economic outlook.

Webinar Presentation

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

Click here to listen to the replay of the Market & Economic outlook presented by Jeff Raupp, Senior Vice President.

Webinar Presentation

Click here to access the presentation slides from the 1Q17 Market & Economic Outlook.

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 21 year calendar performance

Webinar Replay

Listen as Stan Warchol covers updates to the client service team, tax season information as well as pipeline and recently executed projects.

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

Press Release

Brinker Capital completes implementation of VestmarkONE® to improve advisor experience and accelerate business growth

Vestmark, the leading provider of Unified Wealth Management® solutions announced that Brinker Capital, a leading investment management firm focused on multi-asset class investing, has completed implementation of the award-winning unified wealth management technology platform VestmarkONE® to improve scale and the delivery of Brinker Capital’s UMA program across 62,000 accounts and 3,800 advisors. Today, the solution services $16.4 billion for the firm.

News Flash

Important updates regarding the Core Guided program.

For existing Core Guided financial advisors only.

News Flash

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

News Flash

Important Information Regarding Brinker Capital’s  ETFh Strategies

Press Release

Brinker Capital Partners with Adhesion to Deliver Multi-Asset Class Investment Solutions to RIAs on Adhesion’s Unified Managed Account Platform

Through the partnership, all Adhesion’s RIA clients that custody at Charles Schwab, Fidelity, Pershing, and TD Ameritrade will have access to Brinker Capital’s multi-asset class investment products that seek to provide consistent, risk-adjusted returns and downside protection.

Listen as Willaim R. French from Fidelity discusses the awareness of threats such as phishing emails, fradulent tax returns and ransomware as well as best practices to protect your firm and clients from these potential threats.

 

Election impact flier

Election impact flier

Brinker Capital perspective on the impact of the election results on the markets and how our solutions are positioned

Conference Call Replay

Listen as John Coyne, Vice Chairman, Amy Magnotta, CFA, Senior Investment Manager and Jeff Raupp, CFA, Senior Vice President provide a post-election market outlook.

Core Asset Manager Strategy Update

Alta Large Cap Growth 2Q17 Strategy Update

Core Strategy Update

Apex Small Cap Growth 2Q17 Strategy Update

Core Asset Manager Strategy Update

Columbia Select Large Cap Growth  2Q17 Strategy Update

Core Asset Manager Strategy Update

Congress Mid Cap Growth  2Q17 Strategy Update

Core Strategy Update

Delaware Large Cap Value 2Q17 Strategy Update

Core Asset Manager Strategy Update

Invesco International Growth 2Q17 Strategy Update

Strategy Update

Lazard International ADR 2Q17 Strategy Update

Core Asset Manager Strategy Update

MFS Large Cap Value 2Q17 Strategy Update

Core Asset Manager Strategy Update

PENN Small Cap 2Q17 Strategy Update

Core Asset Manager Strategy Update

RNC Dividend Income 2Q17 Strategy Update

Core Strategy Update

Salient SMID Core  2Q17 Strategy Update

Core Strategy Update

Systematic Small Value 2Q17 Strategy Update

Webinar Replay

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

Listen to the 3Q16 Personal Benchmark webinar replay with Ed Kelly, Avery Cook and Jeff Raupp as they cover a product overview and performance update.

For financial advisor use only.

Crystal Why We Own

Detailed information on underlying holdings of Crystal Strategy I

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

PP Fact Sheet

Personal Portfolios – Bundled Fact Sheets

Personal Portfolios Fact Sheets

Crystal Strategy I Fact Sheet

Destinations ETFh Fact Sheets

Destinations ETFh Qualified & Taxable Fact sheets

Commentary

Portfolio manager commentary on the strategy and market environment as well as performance data

Core overview flier

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

Core investor brochure

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

ProGen Guide

Your guide to the new personalized investment strategy recommendation. Each page is positioned to emphasize the main objective and the best way to leverage the content with your clients.

Webinar Replay

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

Listen to the replay of the Client Service Webinar with  Stan Warchol, Director of Client Service as he covers the following topics:

-  Update on service
–  Release of e-signature through DocuSign
–  New Brinker Capital proposal document
–  Upcoming enhancements and items in the pipeline

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 Paul Cook, Vice President, Regional Director and Amy Magnotta, CFA, Senior Investment Manager discuss:

– The growth of the Destinations managed account program over
the past decade
– Plan sponsor concerns and the need for advisor support
– How partnering can help grow your retirement plan busines

Weekly newsletter highlighting all relevant Brinker-related content.

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Services Brinker Capital provides to help advisors transition their business

Strategy overview

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

FAQ regarding reallocation in Diversified Income portfolio – July 2016

Overview and discussion around new holdings and reallocations happening with Diversified Income portfolio – July 2016

In-depth review of enhancements made to Crystal Strategy I portfolio – October 2016

Learn more about how Brinker Capital Retirement Plan Services has been providing personalized investment solutions to help plan participants reach their goals for the past 10 years.

Webinar Replay

Listen as Chuck Fawcett, President, Private Bank, TriState Capital discusses how advisors can generate a tax-efficient transfer of new assets or retain current assets utilizing Securities-Based Lines of Credit.


The firms and services mentioned in this presentation are for informational purposes only. Brinker Capital Inc. is not affiliated with any of the firms mentioned and receives no compensation from any of the firms show for any of the services offered. Brinker Capital Inc. is referencing this information as a value add to advisors. 

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Return to average flier

Markets may move up and down but history shows that markets tend to return to average over time. Diversification is the best way for investors to stay prepared for mean reversion.

Brexit Update

The Impact of Brexit

Brinker Capital portfolios were well positioned prior to the vote with a meaningful underweight to developed international equity in favor of the U.S. equity markets. In our view the market uncertainty creates future opportunities in Brinker Capital’s actively managed multi-asset class investing process.

Press Release

Jason Moore Joins Brinker Capital as Chief Administrative Officer

With over 20 years of experience, Jason Moore, the former Managing Director at Morgan Stanley Wealth Management, will work with the investment team and the sales and distribution teams to apply Brinker Capital’s highly-strategic, disciplined multi-asset class investment philosophy to build solutions for financial advisors and their clients and will lead Brinker Capital’s DOL Fiduciary Rule task force.

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.

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Presentation Slides

Click here to access the presentation slides from the Client Service webinar which covers, top questions and answers from the quarter, top NIGO (not in good order) items and an update on new features currently in the service pipeline.

For existing financial advisors and their support staff. 

Webinar Replay

Listen as guest speaker Wes Stillman, CEO of RightSize Solutions covers how to understand the risks of data breaches and what you can do to better protect your clients’ information.

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Product menu

Overview of Brinker Capital investment philosophy, range of products, fees, features, models and services.

Newsletter

Weekly Kickstart – May 9, 2016

This weekly newsletter contains links to third-party content that we at Brinker Capital find interesting, insightful, and fun! The links we provide will take you to various articles, infographics, charts, and videos from reputable sites we trust.

Reallocation information

Commentary regarding the reallocation of the strategies

Product change information

April 2016 News Flash announcing changes to tactical bucket to replace Crystal Strategy I with ACS Absolute Return

Tax Information

Important information around the 2016 tax season including forms, report instructions and the tax form mailing schedule.

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Newsletter

Weekly newsletter highlighting all relevant Brinker-related content.

Destinations Brochure

Destinations Client 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.

Webinar Replay

Listen to guest speaker Brie Williams, Head of Practice Management at State Street Global Advisors as she discusses the intergenerational shift of wealth and how advisors can leverage this as an opportunity to grow their business.

Tax strategy flier

Tax loss harvesting stats and information about the tax advantages of Personal Portfolios and Destinations

Press Release

Brinker Capital Launches its First Destinations Collective Investment Trust in Partnership with The Guardian Life Insurance Company of America®

Through this partnership, Brinker Capital expands its distribution and offers retirement advisors enhanced investment strategies that include a blend of mutual funds and exchange traded funds (ETFs).

Press release

Brinker Capital Announces Changes within its Investment Team

Jeff Raupp, currently Senior Investment Manager, and Chris Hart, currently Core Investment Manager, have been promoted to Senior Vice Presidents and have assumed leadership of Brinker Capital’s investment team on an interim basis, reporting to Chuck Widger, Executive Chairman.

Destinations ETFh investor overview

Approved for use with investors, this overview of Destinations ETFh discusses:
The idea behind the hybrid advantage
Proven and disciplined investment philosophy
How investors can reach their long-term goals and achieve better outcomes

Core Sample Quarterly Report

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.

Personal Portfolios commentary

Commentary and/or monthly performance for all models

An overview of services advisors can expect to receive when they begin working with Brinker Capital

Destinations IDX performance

PP Fact Sheet

PP Fact Sheet

PP Fact Sheet

Wealth Advisory

A six-page brochure describing how the Wealth Advisory Program is designed to help you achieve better outcomes.

The Search for Smart Beta white paper

This in-depth  look at smart beta strategies will discuss where they fall on the active passive spectrum, the industry’s struggle to define smart beta and the risks associated with utilizing them within an investor’s portfolio

Press Release

Press Release – $25 Million Gift Designated for the Villanova University School of Law from Alumnus Charles Widger, Esq. ’73 VLS

Villanova University President, the Rev. Peter M. Donohue, OSA, PhD, today announced a transformative $25 million leadership gift to its School of Law from alumnus Charles Widger, Esq., ’73 VLS, founder and executive chairman of Brinker Capital.

PB Guide

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

Advisor use only white paper discussing how Destinations implements the Brinker Capital investment approach to create better outcomes for investors.

Personal Benchmark

Brinker Capital Personal Benchmark is a packaged investment solution designed to help investors manage the emotions of investing. Similar to the singular investment focus of a 529 or 401(k) plan, Personal Benchmark assigns purpose and allocates assets to various investment categories, or “buckets”, based on the investor’s risk level.

Calendar year returns and the average beta for each Destinations portfolio since its inception, along with returns of major market indices.

Tax Information

Tax Form Mailing Schedule 2016

2016 Mailing Schedule by Tax Form

White Paper

An in-depth look at each approach and why a portfolio’s success may lie within the compromise.

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 2017. 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).

Video

Chuck Widger on The Street

Chuck Widger, author of “Personal Benchmark”, sits down with “The Street” to answer questions regarding the book.

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

To identify high-quality growth securities that will, over time, exceed the returns of the S&P 500 and the Russell 1000 Growth indexes while exposing clients to less risk.

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.

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.

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

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)

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.

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 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.

Investment Solutions

Brinker Capital Investment Solutions Video

The foundation of our investment approach is broad diversification across and within six major asset classes.  Each of these asset classes plays a role within an investor’s portfolio, providing growth, inflation protection, uncorrelated returns and/or stability.

Core Asset Manager

Core Asset Manager Video

Individuals and families, endowments and foundations – unique investors call for unique portfolios. Our Core Asset Manager program is designed to provide investors with a tailored offering to help meet their specific investment needs.

Institutional Investments

Institutional Investments Video

A solutions-based approach for tailored investment management strategies. That’s the Brinker Capital difference.

About Brinker Capital

About Brinker Capital

Brinker Capital was founded by Charles Widger in 1987 based on the beliefs that individuals have diverse investment goals and that everyone should have access to the same investment services that are available to large institutions, foundations and endowments.

Personal Portfolios

Personal Portfolios Video

A comprehensive investment management program with asset allocation strategies invested in managed accounts, exchange-traded funds, mutual funds and individual securities.

Destinations

Destinations Video

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.

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 – AL, FL, GA, MS, 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, SC, 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 – Long Island, NYC, Lower Hudson Valley, Catskills, Central NY, Finger Lakes and Western 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 (Adirondacks & Capital District), 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.

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.

Data Feeds

Brinker Capital is committed to providing real time access to client information as well as services for managing your data across multiple firms.

Video

Personal Benchmark Video

The primary purpose of our Personal Benchmark program is to help investors manage the emotions of investing. We achieve this by embedding the principles of mental accounting into Brinker Capital’s multi-asset class investment philosophy. We seek to meet an investor’s specific goals and not just beat a capital market index.

Video

Destinations 20 Year Anniversary Video

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

White Paper

Building Better Outcomes – Innovative Solutions

Building Better Outcomes outlines the process Brinker Capital takes to help advisors and investors build better portfolios through multi-asset class investing. Sensible investors build portfolios with the broadest group of asset classes available to them. To that end, compounding return to successfully meet a goal takes an investment partner who is knowledgeable in investing theory and skilled in its application and implementation.

White Paper

Broad Asset Class Diversification – White Paper

We help protect and build wealth through a broadly diversified approach, using a strategy typically employed by endowments seeking to grow their investments over the long term.

Tax Loss Harvesting

Brinker Capital Tax Loss Harvesting Results (2007-2016)

Destinations Sample Quarterly Report

Sample Proposal

A sample personalized investment strategy recommendation.

Crystal Sample Proposal

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

RPS Advisor Brochure

Helping you provide sound guidance.
For 10 years, Brinker Capital Retirement Plan Services has worked with advisors to offer plan sponsors the solutions to help participants reach their retirement goals.  Brinker Capital provides: fiduciary coverage, comprehensive solutions and independence.

 

Plan Sponsor Brochure

Retirement Plan Services Plan Sponsor Brochure

Hard work keeps a business running, but it’s loyalty and long-term happiness that make great things possible. Your employees have made the biggest investment. Repay that dedication with dividends through a retirement plan with Brinker Capital.

PDS OVerview

Personalized Distribution Strategy Overview

Led by your financial advisor, your investment team will work with you to identify your investment and spending goals, structure appropriate solutions and monitor your portfolio so that they can guide you towards achieving your objectives.

PP Overview

Personal Portfolios Overview

Because each investor has different objectives our Personal Portfolios delivered through the UMA platform offer multiple asset allocation strategies.

PB White Paper

Managing Investor Irrationality Through Embedded Behavioral Finance

PB Overview

Brinker Capital Personal Benchmark is a packaged investment solution designed to help investors manage the emotions of investing.

DVA Strategy

Destinations Dollar Value Averaging – Investor

Working on the time-tested principle of “buy low, sell high,” Brinker Capital has thoughtfully and systematically built the Dollar Value Averaging (DVA) Strategy.

DVA Strategy

Working on the time-tested principle of “buy low, sell high,” Brinker Capital has thoughtfully and systematically built the Dollar Value Averaging (DVA) Strategy.

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.

PP Fact Sheet

PP Fact Sheet

PP Fact Sheet

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 40% growth assets and 60% stable assets
– Provides current income with an opportunity for growth
– Modest potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 40% growth assets and 60% stable assets
– Provides current income with an opportunity for growth
– Modest potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 40% growth assets and 60% stable assets
– Priority preserving wealth with an opportunity for growth
– Modest potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 40% growth assets and 60% stable assets
– Priority preserving wealth with an opportunity for growth
– Modest potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 20% growth assets and 80% stable assets
– Dual priorities of preserving wealth and generating current income
– Limited potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 20% growth assets and 80% stable assets
– Dual priorities of preserving wealth and generating current income
– Limited potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 60% growth assets and 40% stable assets
– Seeks to provide long-term growth with some current income

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target 60% growth assets and 40% stable assets
– Seeks to provide long-term growth with some current income

PB Fact Sheet

Designed to meet the following investment goals:
- Strategic target of 60% growth assets and 40% stable assets
- Seeks to provide long-term growth with a moderate level of volatility

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 60% growth assets and 40% stable assets
– Seeks to provide long-term growth with a moderate level of volatility

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 30% growth assets and 70% stable assets
– Dual priorities of preserving wealth and generating current income, while providing some potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 30% growth assets and 70% stable assets
– Dual priorities of preserving wealth and generating current income, while providing some potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 30% growth assets and 70% stable assets
– Priority of preserving wealth with some opportunity for growth
– Some potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
- Strategic target of 30% growth assets and 70% stable assets
- Priority of preserving wealth with some opportunity for growth
- Some potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 50% growth assets and 50% stable assets
– Priorities of preserving wealth, generating current income and an opportunity for growth
– Modest potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 50% growth assets and 50% stable assets
– Priorities of preserving wealth, generating current income and an opportunity for growth.
– Modest potential for capital appreciation

PB Fact Sheet

Designed to meet the following investment goals:
– Strategic target of 50% growth assets and 50% stable assets
– Dual priority of preserving wealth with an opportunity for growth
– Modest potential of capital appreciation

PB Fact Sheet

Designed to target 50% growth assets and 50% stable assets, dual priority of preserving wealth with an opportunity for growth and modest potential of capital appreciation

PB Fact Sheet

Seeks to provide long- term growth and a target of 70% growth assets and 30% stable assets

PB Fact Sheet

Seeks to provide long-term growth and a target of 70% growth assets and 30% stable assets.

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 Sheet

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

Asset Class Strategy

Seeks to produce, absolute return and outpace the rate of inflation over a full market cycle of at least three years.

Destinations Fact Sheets

All Destinations fact sheets

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