Retirement Plan Services

Our Retirement Plan Services program uses time-tested strategies, innovative technology and a proven investment philosophy to help save, plan and protect an investor’s assets. Brinker Capital assumes fiduciary responsibility under ERISA 3(38). Our team of retirement specialists provides ongoing due diligence on a broad selection of investment managers in order to provide investment solutions that meet the needs of retirement plan participants.

Strong discipline

Brinker Capital Retirement Plan Services offers fully bundled or unbundled solutions that provide fiduciary coverage.

  • Individual investment options – Individual mutual funds, actively managed and indexed funds and exchange-traded funds are available to complement our managed accounts.
  • Managed accounts – Professionally managed portfolios designed to meet specific objectives based on risk and return characteristics with broad diversification.
  • Self-directed brokerage – Provides a plan the option of adding directed brokerage for discretionary investing, subject to the custodian’s requirements.

Flexible and innovative retirement solutions