Services For

Advisors

Services for RIAs

Services for advisors

Brinker Capital provides the resources and support that enable financial advisors to help investors reach their goals.

We keep you informed We make it easy We provide access
Quarterly webinars with portfolio managers Customized website dashboard Answers to your account-related questions
Conference calls on business building topics Mobile access to account data and resources
Industry insights via Brinker Capital blog Pre-populated paperwork Contact Us

We offer a range of investment solutions and services to help meet the needs of investors. Most importantly, we assume fiduciary responsibility for every portfolio we construct, every asset we allocate and every manager we select.

Strategic portfolios

Comprehensive actively managed multi-asset class investment programs.

Absolute return portfolios

Broadly-diversified, actively managed absolute return strategies that complement a portfolio.

Goals-based solutions

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