Services For

Investors

Investors

  • Wealth Advisory investor overview

    Whether you are looking to leave a legacy for your family, build wealth for retirement or invest in tax-efficient vehicles, working with an advisor and investment management firm that offers specialized investment solutions and life management services can help to make your goals a reality.

  • Wealth Advisory investor brochure

    Our experienced Wealth Advisory team collaborates with financial advisors, accountants and attorneys to design fully customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families, and family offices.

  • Active vs. passive investing white paper

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

Investor Brochure PDF

Ideas

At Brinker Capital we seek to gather great ideas that help shape our present and future. We gain these insights through actively listening to investors and advisors, thorough analysis of proprietary and third‐party research, and the meaningful experiences of our team.

 

Discipline

We wouldn’t get very far with our ideas without discipline. Strong discipline is the key ingredient that helps to make our ideas successful for investors. We always apply a highly strategic, disciplined multi-asset class investment philosophy to everything we do.

 

Outcomes

When we combine great ideas with strong discipline, it leads to better outcomes. Our firm is built on a strong culture of outcomes and accountability, which we live internally and externally. At the end of the day, our entire purpose as a firm is to achieve the best possible outcomes for the investors and financial advisors we serve.

 

Wealth Advisory services

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.
Our experienced Wealth Advisory team collaborates with financial advisors, accountants and attorneys to design fully customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families, and family offices. We take responsibility for our investment solutions and act as a fiduciary for manager selection, asset allocation and portfolio construction – giving our investors added peace of mind.