Results

With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship through a single, seamless, technology-driven experience, becoming the platform of choice for all growth-focused advisory firms.

Solutions and services tailored for your high net worth clients.

Brinker Capital offers customized investment solutions to meet the needs of institutional clients for over 30 years.

All Asset Class Strategy fact sheets

All Destinations ETFh fact sheets

All Destinations Qualified fact sheets

Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced it will begin using BlackRock’s state of the art risk management platform, Aladdin^® Wealth. In utilizing the Aladdin Wealth platform, Brinker Capital will offer enhanced risk analytics in managing bespoke investment solutions for high net worth and institutional investors through its Wealth Advisory division.

Brinker Capital Wealth Advisory’s enhanced risk management platform leverages our time-tested investment philosophy with advanced portfolio analytics, individualized risk-focused metrics,
and portfolio customization to apply a holistic risk-aware approach to wealth management.

Leveraging BlackRock’s Aladdin^® Wealth technology and Brinker Capital’s time-tested investment philosophy, our Wealth Advisory team applies a holistic risk-aware approach to portfolio management. The Aladdin^® Wealth technology features analytics tailored to the individualized portfolio and monitors thousands of risk factors each day, which empowers advisors to further help investors focus on their goals and achieve better outcomes.

Important updates regarding the Destinations ETFh program.
For existing Core Guided financial advisors only.

Important updates regarding the Destinations solution.
For existing Destinations financial advisors only.

Important updates regarding the Core Guided program.
For existing Core Guided financial advisors only.

Sample quarterly report for Core Guided

Sample quarterly report for Personal Benchmark

Sample quarterly report for Destinations ETFh

Sample quarterly report for Destinations with Personalized Distribution Strategy

Sample quarterly report for Destinations

The Brinker Capital Bear Market Bottom Checklist references the end of the 2002/2003 and 2008/2009 downturns to determine if we are near or at the end of the current bear market. History may not repeat but it rhymes, and market history tells us much of the bad economic news has already been priced into the market.

Important updates regarding the Destinations ETFh program.
For existing Core Guided financial advisors only.

Important updates regarding the Core Guided program.
For existing Core Guided financial advisors only.

Important updates regarding the Destinations solution.
For existing Destinations financial advisors only.

Monthly update of our perspective on various market factors

Overview of Brinker Capital’s investment beliefs, philosophy and collaborative process. This includes a deeper look into the asset allocation and manager research and selection processes, as well as portfolio construction and ongoing monitoring.

Destinations is an investment solution that utilizes a multi-asset class approach through a variety of allocation portfolios, each targeting a specific investment objective.

Chief Sales Officer Ed Kelly, hosts a discussion on the current market environment with Jeff Raupp, Chief Investment Officer, Tim Holland, Global Investment Strategist, and Dr. Daniel Crosby, Chief Behavioral Officer.

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

We incorporate our best ideas into portfolios to 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 extensive experience and current insight. All of this supplies you with a ready source for intelligent, useful solutions.

A complete list of manager and strategy offerings on the Core Asset Manager platform

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.

High level overview of Brinker Capital and the Wealth Advisory services and solutions. Approved for use with the general public.

Seeks to provide current income, long-term growth of capital and a moderate level of volatility.

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

Listen as Jason Moore and Amy Magnotta discuss the reallocation of the Destinations tax-aware portfolios containing third-party mutual funds to begin including the Destinations Funds.

Click here for the presentation slides from the Destinations tax-aware portfolio reallocation webinar hosted by Jason Moore and Amy Magnotta.

Destinations mutual fund strategies overview

Seeks capital preservation with an emphasis on income generation as a key component to competitive total returns while minimizing risk volatility.

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

To serve the needs of both plan sponsors and participants,  Brinker  Capital offers a range of investment services for group retirement plans.

Monthly performance for the Destinations ETFh qualified strategies

Performance data for all Destinations models

Brinker Capital Retirement Plan Services works with advisors to provide investment solutions to serve the various needs of plan sponsors and plan participants.

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.

Destinations Funds Trust portfolio estimated gains distributions and estimated mutual fund distributions as of December 11, 2019.

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.

Brinker Capital Wealth Advisory fees – specific to MML.

Brinker Capital Wealth Advisory offers a tailored investment solution for high net worth and institutional investors with  greater than $1 million in investable assets.

Brinker Capital Wealth Advisory offers a tailored investment solution for high net worth and institutional investors with  greater than $1 million in investable assets.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Important updates regarding the Core Guided program.
For existing Core Guided financial advisors only.

Brinker Capital Wealth Advisory fees.

Brinker Capital offers a range of investment
services for retirement plans to serve the needs
of plan sponsors and participants. We provide
and manage a diversified list of active and passive
investment options to complement our managed
account portfolios.

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.

The strategy seeks to track the Custom S&P Global Index on a pre-tax basis by investing in a subset of securities from within the index. Taxable accounts may utilize loss harvesting and tax management techniques to seek outperformance on an after-tax basis.

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.

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.

Seeks to provide superior performance to style specific (Russell 1000 Growth) benchmarks.

Deliver long-term growth of capital investing in a concentrated portfolio of small-cap companies with strong fundamentals.

To achieve superior, long-term capital appreciation by investing in highest conviction stocks internationally through the use of ADRs.

The Portfolio seeks to produce excess returns upwards of 2-4% gross of fees versus the MSCI Emerging Markets (Net) Index over a market cycle, which is 3-5 years.

Managed primarily for income and capital preservation, ITTE seeks to exploit inefficiencies in the municipal bond market through the use of active portfolio management.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Commentary for Core Guided portfolios

The One Wealth Life experience enables investors to link outside accounts and other information together to form a more complete financial picture.  Here are answers to frequently asked questions.

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

Commentary for Destinations ETFh portfolios

Market review, portfolio performance and positioning commentary for the quarter, including monthly performance and over two decades of  calendar performance

The first quarter marked an end to the longest bull market in history with risk assets experiencing a sharp sell-off.

As a service to our taxable Wealth Advisory, Core
Asset Manager, and Destinations ETFh, each year
we offer the opportunity to realize taxable gains
or losses in their accounts.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

One Wealth Life (OWL) offers a streamlined, intuitive dashboard for investors to easily view their investment portfolio, including transactions and performance. The integrated technology enables investors to connect outside accounts, securely upload and access documents, and view personalized reports, anytime, from anywhere. Invite your clients to experience One Wealth Life.

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

Watch this webinar, delivered by Brendan McConnell, Chief Operating Officer, and Stan Warchol, VP of Client Service, to learn more about giving your clients easy access to their account holdings, transactions and performance, along with the ability to link other accounts, upload secure documents and more.

Important updates regarding the Destinations solution.
For existing Destinations financial advisors only.

Important updates regarding the Destinations ETFh solution.
For existing Destinations ETFh financial advisors only.

Important updates regarding the Core Guided program.
For existing Core Guided financial advisors only.

Important updates regarding the Destinations ETFh solution.
For existing Destinations ETFh financial advisors only.

Important updates regarding the Destinations solution.
For existing Destinations financial advisors only.

Important updates regarding the Core Guided program.

For existing Core Guided financial advisors only.

At look ahead at the markets through the the previous quarter data

Tax report download instructions for Quicken, TurboTax, H&R Block, or TaxAct

Commentary regarding the reallocation of the strategies

We are pleased to introduce a new monthly communication that will provide you with relevant information to help you better serve your clients and have more informed conversations.

The redesigned tax resource center for 2019 is your source for relevant information as you prepare for year-end tax management conversations with your clients.

Tax management strategies throughout the year help your clients manage one of their largest costs.

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

Listen to Brinker Capital investment professionals, Jeff Raupp, CFA  and Tim Holland, CFA, as they provide their thoughts concerning policy, the economy, and the markets after the mid-term elections.

Click here for the presentation slides from Brinker Capital’s Post election webinar.

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

Listen to Brinker Capital investment professionals Jeff Raupp, CFA,  Tim Holland, CFA, and Amy Magnotta, CFA, as they provide a look back at 3Q2018 asset class returns and an outlook to the fourth quarter.

Click here for the presentation slides from Brinker Capital’s 4Q2018 market and economic outlook webinar.

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.

Portfolio manager commentary.

Sample proposal for Destinations ETFh portfolios.

Sample proposal for Destinations portfolios

Sample proposal for Personal Benchmark.

Sample proposal for Wealth Advisory

Sample proposal for Core Guided.

Register to attend the Client Service webinar on Thursday, September 13 hosted by Stan Warchol, Vice President, Client Services.

For existing financial advisors and their support staff. 

The Wealth Advisory team empowers you to offer an exclusive investment experience to your clients with greater than $1M of investable assets.

Sample household quarterly report for Wealth Advisory

On April 14, Chuck Widger, Brinker Capital’s Founder & Executive Chairman, joined a group of 15 private sector investors for dinner with former Federal Reserve Chairwoman, Dr. Janet Yellen.

The power of winning by not losing.

In a money-obsessed world that has socialized us to chase the almighty dollar, it can be weirdly unsettling to learn that money isn’t everything.

This article discusses what advisors and clients can do to protect their identity.

Provides a detailed description of the Personal Benchmark solution.

Systematic Free Cash Flow SMID Value 1Q18 Strategy Update

Sustainable Growth Advisers Large Cap Growth 1Q18 Strategy Update

Strategas Policy Opportunities 1Q18 Strategy Update

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

BERWYN, Pa. (March 1, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its marketing and wealth advisory teams with three key hires: Jason Brown as Director of Digital Marketing, Julie Olley as Wealth Advisory Account Executive, and Mark Yoder, CFA, as Wealth Advisory Account Executive.

The strategy’s objective is to outperform the S&P 500 Index by focusing on stocks that are attractively valued with improving prospects.

Wasmer, Schroeder & Company’s Strategic Tax Exempt Fixed Income style seeks to maximize tax exempt income without duration or maturity restrictions.

Combining fundamental and ESG inputs to create a diversified portfolio of global stocks seeking long-term capital appreciation.

To participate in up markets while outperforming the Russell 1000 Growth Index, with less volatility, over a full market cycle.

To provide above-market income, defend in down markets, and outperform the Russell 200 Value Index, with less volatility, over a full market cycle.

Long-term capital appreciation through investment in equity securities of companies based outside of the United States.

BERWYN, Pa. (Jan. 30, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its sales and investment teams with three key hires: Anthony Gonzales as Regional Director, Todd Cole, CFA, as Wealth Advisory Portfolio Consultant, and David Hall, CFA, as Senior Vice President, Head of Quantitative Strategy.

Important updates regarding the Core Guided program.

For existing Core Guided financial advisors only.

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

Listen to the 2018 kick off webinar that provides an update on Brinker Capital’s Fiduciary Focus, security and technology, as well as an overall outlook for 2018.

Click here for the presentation slides from Brinker Capital’s Fiduciary Focus webinar.

The strategy seeks to track the S&P 1500® Index on a pre-tax basis by investing in a subset of securities from within the index. Taxable accounts may utilize loss harvesting and tax management techniques to seek outperformance on an after-tax basis.

The strategy seeks to track the S&P 600® Index on a pre-tax basis by investing in a subset of securities from within the index. Taxable accounts may utilize loss harvesting and tax management techniques to seek outperformance on an after-tax basis.

Brinker Capital RIA Services Provides the Community, Technology, and Support to Help RIAs Grow Their Business.

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.

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

MFS International Research ADR

Neuberger Berman International ADR 1Q18 Strategy Update

Destinations ETFh Qualified Fact Sheet Bundle

Overview of Destinations ETFh program including the underlying investments and portfolio manager rationale behind each holding

Commentary regarding the reallocation of the strategies

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

2019 Mailing Schedule by Tax Form

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.

Strategic Research seeks to generate a premium to the broad U.S. market by integrating top-down investment themes with bottom-up security selection.

Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small growth-oriented companies.

Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small and mid-cap growth-oriented companies.

To provide growth with lower volatility than a typical equity offering.

To preserve and enhance clients’ wealth while assuming moderate levels of risk.

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.

The strategy directive is to provide income and safety with a focus on total return.

The strategy seeks long-term capital appreciation, which provides
attractive excess returns relative to the Russell Midcap Index.

The US Mid Cap Growth Equity strategy seeks to outperform the Russell Midcap Growth Index over a long-term investment horizon.

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.

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

Seeks to outperform the Russell 1000 Growth Index over a three-to-five year time horizon.

Seeks to provide superior, consistent returns over the full market cycle.

A portfolio that generates high current income and attractive
long-term returns by investing in higher quality, attractively valued stocks.

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.

Seeks to provide maximum long-term total return, consistent with reasonable risk, through investments in stocks that have the potential for capital appreciation.

Seeks to achieve long-term capital appreciation that outpaces the S&P 500

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

Eastern Shore Small Cap Equity aims to outperform the Russell 2000 Index over a complete market cycle with lower
overall risk.

Perform favorably versus the Barclays Aggregate Index with less credit risk and lower interest rate exposure.

Perform favorably versus the Barclays Intermediate Government and Credit Index with less credit risk.

Earn a higher yield than money market funds while performing favorably versus the Merrill Lynch 1-3 Years AAA U.S. Treasuries/Agencies Index

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.

Seeks long-term growth of capital by translating Invesco’s earnings-driven approach for domestic stock selection to overseas markets.

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.

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.

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.

The fund seeks long-term capital growth by investing primarily in stocks of small cap companies.

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.

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.

The investment objective of the product is to provide superior returns versus the Russell 1000 Growth Index with less volatility.

This strategy’s investment objective is current income with a secondary objective of capital appreciation.

Our focus is on downside protection. Capital preservation is our highest investment priority.

The objective of MFS’ Large Cap Value Equity discipline is to seek capital appreciation and reasonable current income.

To provide investors with liquidity, above market yields and preservation of capital by investing in a portfolio of short duration tax free bonds.

To provide investors with liquidity, above market yields and preservation of capital by investing in a portfolio of short duration government bonds.

The team seeks long-term capital growth and participation in the global equity market, excluding the U.S., through investment in diversified equities.

To design client portfolios that focus on total return performance while seeking to provide consistent income that enhances the entire portfolio.

Seeks maximum total return through investment in an intermediate-term portfolio of primarily high quality bonds.

The strategy seeks to provide total return consisting of long-term capital appreciation and income.

Using real estate stocks to provide returns over a full market cycle comparable to those experienced by direct owners of commercial real estate.

To provide a sustainable and substantial level of current income by maximizing cash flows while preserving capital and assuming the least possible risk.

Maximum current income and strong total return potential in all market cycles by investing in corporate bonds and preferred stocks across the maturity spectrum.

Capital preservation, tax-free income, and total return in all market cycles investing in investment-grade municipal securities with short and intermediate-term maturity.

Capital preservation, tax-free income, and total return in all market cycles investing in investment-grade municipal securities with seven year maturity.

Total return and invests in undervalued partnerships that offer the potential for current income and capital appreciation while seeking tax efficiency.

Seeks to identify stocks of quality companies selling at large discounts to the underlying value of the business

Translate earnings and cash flow growth into superior risk-adjusted portfolio returns. We are growth investors who employ a bottom-up stock selection.

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.

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.

Goal is to outperform our benchmark, the Russell 1000 Growth Index in both up and down markets over full market cycles.

Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.

Seeks to provide current income, long-term growth of capital and a moderate level of volatility.

Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.

Seeks to provide current income and maximize long-term capital appreciation.

Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.

Seeks to provide current income, low level of volatility and some growth potential.

Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.

Brinker Capital Tax Loss Harvesting Results (2008-2017)

Seeks to provide current income, long-term growth of capital and a moderate level of volatility.

Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.

Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.

Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.

Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.

Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.

Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.

Seeks to provide current income, low level of volatility and some growth potential.

Seeks to provide current income, low level of volatility and some growth potential.

Seeks to provide current income and maximize long-term capital appreciation.

Seeks to provide current income and maximize long-term capital appreciation.

Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.

Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.

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

With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship through a single, seamless, technology-driven experience, becoming the platform of choice for all growth-focused advisory firms.

All Destinations fact sheets