Information provided for these Collective Investment Trusts is intended for use solely by retirement plan
sponsors, their consultants, and advisors. Participation in these Collective Investment Trusts is governed by the
Declaration of Trust, and is limited to Eligible Trusts that are accepted by Benefit Trust Company. Eligible Trusts
include (i) certain employee benefit trusts qualified under Code Section 401(a) of the Internal Revenue Code of
1986, as amended (the "Code") and exempt from taxes under Section 501(a) of the Code; (ii) certain
governmental plans or units described in Code Section 457(b); and (iii) certain insurance company separate
accounts comprised solely of assets belonging to Eligible Trusts as described above. Collective trust investments
are not available to the general public, but rather only to qualified retirement plans which meet eligibility
requirements.
The Collective Investment Trusts authorized by the Declaration of Trust, and maintained by Benefit Trust
Company as Trustee are not mutual funds and are not registered with the Securities and Exchange Commission,
or any other regulatory body.
In order to view the information regarding the Collective Investment Funds, you must certify that you are (i) a
representative of an Eligible Trust; or (ii) a financial professional licensed to sell collective investment trusts to
such representatives (each a "Qualified Representative"). By selecting "Continue" you understand and agree to
the terms above and are certifying your status as a Qualified Representative.
Services for
We are pleased to introduce One Wealth Life, an enhanced web experience designed to help investors see their wealth landscape from a new perspective.
Brinker Capital is an investment management organization focusing on the evolving needs of investors. We are privately owned, giving us the flexibility and freedom to make business changes, improve our enterprise and strive to act in the best interest of the investors we serve.
Investors think in terms of personal goals unique to each of them. We believe investing is personal and should be focused on achieving goals and objectives, not beating benchmarks and indices. We offer a range of investment solutions and a depth of investment experience and service across all aspects of our organization.
We utilize a multi-asset class investment approach to help build and protect wealth. This diversification gives investors the potential to achieve their long-term goals while controlling risk.
The Brinker Capital story.
For 30 years, Brinker Capital’s purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital’s highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high quality investment manager due diligence, asset allocation, portfolio construction and client communication services.
Financial Advisors, Institutions and Plan Sponsors have access to a dedicated client service Team.
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