Results
News flash: Core Guided (August 2021)
Important updates regarding the Core Guided program.
News flash: Destinations ETFh (February 2022)
Important updates regarding the Destinations ETFh program.
News flash: Destinations (February 2022)
Important updates regarding the Destinations program.
Destinations quarterly update
Market review, portfolio performance and positioning commentary for the quarter, including monthly performance and over two decades of calendar performance
Destinations ETFh Qualified portfolio performance
Monthly performance for the Destinations ETFh qualified strategies
Destinations performance
Performance data for all Destinations models
RPS Additional Funds manager due diligence
Brinker Capital employs a rigorous due diligence process for selecting and monitoring managers on our platform.
Win the day
Behavioral finance insights from Dr. Daniel Crosby, Chief Behavioral Officer
Partner services overview
Comprehensive wealth management solutions and services tailored for high net worth clients.
Stay the course
A historical view of market drawdowns.
One Wealth Life overview
OWL –
Continuum of products
Our multi-asset class investment solutions.
GIPS: Global Investment Performance Standards
Brinker Capital has been verified GIPS compliant as part of our mission of providing excellence in investment management and advisor support.
Protecting your business
Steps to protect you and your clients from cyber fraud.
Keeping your personal investment information safe
Cyber criminals are always evolving. Fortunately, there are simple steps you can take to keep your financial information safe.
Cyber program overview
Brinker Capital’s relentless focus on data protection.
Market review and outlook
A look at the market and economic outlook.
Orion Advisor Solutions and Brinker Capital to Merge
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.
Partner services overview
Solutions and services tailored for your high net worth clients.
Institutional investments services overview
Brinker Capital offers customized investment solutions to meet the needs of institutional clients for over 30 years.
Asset Class Strategy Fact Sheet Bundle
All Asset Class Strategy fact sheets
Destinations ETFh Bundled Fact Sheets
All Destinations ETFh fact sheets
Destinations Qualified Bundled Fact Sheets
All Destinations Qualified fact sheets
Brinker Capital Wealth Advisory Aladdin®
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.
Enhanced risk management overview
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.
Aladdin® BlackRock flier
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.
Sample Personal Benchmark quarterly performance report
Sample quarterly report for Personal Benchmark
Sample Destinations ETFh quarterly performance report
Sample quarterly report for Destinations ETFh
Sample Destinations with PDS quarterly performance report
Sample quarterly report for Destinations with Personalized Distribution Strategy
Sample Destinations quarterly performance report
Sample quarterly report for Destinations
Brinker Capital Bear Market Bottom Checklist: April 13, 2020
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.
Brinker Capital Market Barometer
Monthly update of our perspective on various market factors
Experienced investment management
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 investor guide
Destinations is an investment solution that utilizes a multi-asset class approach through a variety of allocation portfolios, each targeting a specific investment objective.
Market Volatility Conference Call Replay – 3/9/20
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.
Core Asset Manager investor guide
Overview of Core Asset Manager product offering.
Core Guided – Why we own what we own
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.
Core Asset Manager manager and strategy offerings
A complete list of manager and strategy offerings on the Core Asset Manager platform
Personalized Distribution Strategy overview
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.
Wealth Advisory investor guide
High level overview of Brinker Capital and the Wealth Advisory services and solutions.
Destinations Moderate Fact Sheet – Tax-Aware
Seeks to provide current income, long-term growth of capital and a moderate level of volatility.
Destinations Funds overview
Destinations mutual fund strategies overview
Hilton Capital Management – Core Asset Manager Fact Sheet
Seeks capital preservation with an emphasis on income generation as a key component to competitive total returns while minimizing risk volatility.
Core Asset Manager quarterly performance
Annualized manager and benchmark performance for the Core Asset Manager Program.
RPS Spectrum of Investments/Additional Funds list
To serve the needs of both plan sponsors and participants, Brinker Capital offers a range of investment services for group retirement plans.
Brinker Capital Retirement Plan Services overview
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 overview
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 IDX overview
Destinations IDX is a multi-asset class solution, featuring a range of dynamic risk-based portfolios targeting a specific investment objective.
Destinations estimated gains and mutual funds distributions
Destinations Funds Trust portfolio estimated gains distributions and estimated mutual fund distributions as of December 11, 2019.
Dollar Value Averaging quarterly update
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.
Destinations fee flier
Dynamic, multi-asset class portfolios to meet a range of investor needs.
Destinations ETFh fees
Multi-asset class portfolios featuring a blend of ETFs and mutual funds.
Wealth Advisory overview for advisors
Brinker Capital Wealth Advisory offers a tailored investment solution for high net worth and institutional investors with greater than $1 million in investable assets.
Territory Map – All States
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service team sheet – AK, HI, NV, Northern CA, OR, WA
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Wealth Advisory fee flier
Brinker Capital Wealth Advisory fees.
RPS Additional Funds why we own what we own
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.
Retirement Plan Services plan sponsor guide
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.
Alta Capital Management Large Cap Quality Growth – Core Asset Manager Fact Sheet
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.
Goldman Sachs Asset Management US Strategic Growth – Core Asset Manager Fact Sheet
Seeks to provide superior performance to style specific (Russell 1000 Growth) benchmarks.
Impax Asset Management Small Cap – Core Asset Manager Fact Sheet
Deliver long-term growth of capital investing in a concentrated portfolio of small-cap companies with strong fundamentals.
MFS International Research ADR – Core Asset Manager Fact Sheet
To achieve superior, long-term capital appreciation by investing in highest conviction stocks internationally through the use of ADRs.
Neuberger Berman Emerging Markets Equity ADR – Core Asset Manager Fact Sheet
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.
Wasmer Schroeder Intermediate Tax Exempt Fixed Income Strategy (ITTE) – Core Asset Manager Fact Sheet
Managed primarily for income and capital preservation, ITTE seeks to exploit inefficiencies in the municipal bond market through the use of active portfolio management.
Client Service Team Sheet – AZ, CO, ID, MT, NM, UT, WY
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Core Guided quarterly commentary
Commentary for Core Guided portfolios
One Wealth Life FAQ
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.
Personal Benchmark overview
Brinker Capital Personal Benchmark is a packaged investment solution designed to help investors manage the emotions of investing.
Destinations ETFh quarterly update
Commentary for Destinations ETFh portfolios
Tax harvesting authorization form
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.
Client Service Team Sheet – All Territories
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 invite guide
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.
[Webinar Replay] One Wealth Life webinar
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.
Performance 101
Performance 101 provides insights on performance calculations. In this document you will learn more about common return metrics and Brinker Capital performance return calculations.
Wealth Advisory personas workbook
In this interactive experience you will explore a series of case studies highlighting how Brinker Capital Wealth Advisory helps advisors and their clients work toward their financial goals through
our Discover, Design, Deliver process.
Wealth Advisory tax management flier
A tailored approach to tax management for every investor.
Brinker Capital quarterly insights
At look ahead at the markets through the the previous quarter data
Tax report download instructions
Tax report download instructions for Quicken, TurboTax, H&R Block, or TaxAct
Brinker Capital Client Service Newsletter
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.
2019 tax season information
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.
Brinker Capital’s approach to tax management
Tax management strategies throughout the year help your clients manage one of their largest costs.
Destinations – Why we own what we own
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.
Sample Destinations ETFh proposal
Sample proposal for Destinations ETFh portfolios.
Sample Destinations proposal
Sample proposal for Destinations portfolios
Sample Personal Benchmark proposal
Sample proposal for Personal Benchmark.
Sample Wealth Advisory proposal
Sample proposal for Wealth Advisory
Sample Core Guided proposal
Sample proposal for Core Guided.
Wealth Advisory team sheet
The Wealth Advisory team empowers you to offer an exclusive investment experience to your clients with greater than $1M of investable assets.
Sample Wealth Advisory quarterly performance report
Sample household quarterly report for Wealth Advisory
Personal Benchmark FAQ
Provides a detailed description of the Personal Benchmark program.
Systematic Free Cash Flow SMID Value – 1Q18 Strategy Update
Systematic Free Cash Flow SMID Value 1Q18 Strategy Update
Sustainable Growth Advisers Large Cap Growth – 1Q18 Strategy Update
Sustainable Growth Advisers Large Cap Growth 1Q18 Strategy Update
Strategas Policy Opportunities – 1Q18 Strategy Update
Strategas Policy Opportunities 1Q18 Strategy Update
Core overview and fee flier
High level overview of Core product offering including Select and Guided. Fees are listed on the back.
Brinker Capital’s Growth Continues with Key Hires for Marketing and Wealth Advisory Teams
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.
Rothschild Asset Management Large Cap Core – Core Asset Manager Fact Sheet
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 Strategic Tax Exempt Fixed Income Portfolio – Core Asset Manager Fact Sheet
Wasmer, Schroeder & Company’s Strategic Tax Exempt Fixed Income style seeks to maximize tax exempt income without duration or maturity restrictions.
Allianz Global Investors Global Sustainability – Core Asset Manager Fact Sheet
Combining fundamental and ESG inputs to create a diversified portfolio of global stocks seeking long-term capital appreciation.
Logan Capital Management Growth – Core Asset Manager Fact Sheet
To participate in up markets while outperforming the Russell 1000 Growth Index, with less volatility, over a full market cycle.
Harding Loevner LP International Equity ADR – Core Asset Manager Fact Sheet
Long-term capital appreciation through investment in equity securities of companies based outside of the United States.
Brinker Capital Expands Sales and Investment Teams with Key Hires
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.
Brinker Capital Announces Launch of Brinker Capital RIA Services to Focus on Serving Registered Investment Advisors
Brinker Capital RIA Services Provides the Community, Technology, and Support to Help RIAs Grow Their Business.
Brinker Capital marks 30th anniversary with launch of Destinations Funds
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.
Brinker Capital expands investment team with key hire and appointments
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.
Investor fee change report instructions
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
MFS International Research ADR
Neuberger Berman International ADR – 1Q18 Strategy Update
Neuberger Berman International ADR 1Q18 Strategy Update
Destinations ETFh Qualified Fact Sheet Bundle
Destinations ETFh Qualified Fact Sheet Bundle
Destinations ETFh – Why we own what we own
Overview of Destinations ETFh program including the underlying investments and portfolio manager rationale behind each holding
Tax form mailing schedule 2020
2020 mailing schedule by tax form.
ACM SMID – Core Asset Manager Fact Sheet
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.
AllianceBernstein Strategic Research – Core Asset Manager Fact Sheet
Strategic Research seeks to generate a premium to the broad U.S. market by integrating top-down investment themes with bottom-up security selection.
Fiera Capital Small Cap Growth – Core Asset Manager Fact Sheet
Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small growth-oriented companies.
Fiera Capital SMID Cap Growth – Core Asset Manager Fact Sheet
Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small and mid-cap growth-oriented companies.
CIBC Disciplined Equity – Core Asset Manager Fact Sheet
To provide growth with lower volatility than a typical equity offering.
CIBC Mid Cap Growth Equity – Core Asset Manager Fact Sheet
To preserve and enhance clients’ wealth while assuming moderate levels of risk.
Belle Haven Investments Ladder Plus – Core Asset Manager Fact Sheet
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.
Belle Haven Taxable Plus – Core Asset Manager Fact Sheet
The strategy directive is to provide income and safety with a focus on total return.
Boston Company US Mid Cap Growth – Core Asset Manager Fact Sheet
The US Mid Cap Growth Equity strategy seeks to outperform the Russell Midcap Growth Index over a long-term investment horizon.
Chartwell Mid Cap Value Equity – Core Asset Manager Fact Sheet
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.
ClearBridge Investments, LLC International Growth ADR ESG – Core Asset Manager Fact Sheet
Long-term capital appreciation and consistently superior returns relative to the MSCI EAFE Index
ClearBridge Investments, LLC International Growth ADR – Core Asset Manager Fact Sheet
Long-term capital appreciation and consistently superior returns relative to the MSCI EAFE Index
Columbia Management Select Large Cap Growth – Core Asset Manager Fact Sheet
Seeks to outperform the Russell 1000 Growth Index over a three-to-five year time horizon.
Congress Asset Management Mid Cap Growth Equity – Core Asset Manager Fact Sheet
Seeks to provide superior, consistent returns over the full market cycle.
Crawford Investment Counsel Dividend Yield – Core Asset Manager Fact Sheet
A portfolio that generates high current income and attractive
long-term returns by investing in higher quality, attractively valued stocks.
Cumberland Advisors Total Return Tax-Free Municipal – Core Asset Manager Fact Sheet
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.
Cumberland Advisors Total Return Taxable Fixed Income – Core Asset Manager Fact Sheet
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.
Delaware Large Cap Value Equity – Core Asset Manager Fact Sheet
Seeks to provide maximum long-term total return, consistent with reasonable risk, through investments in stocks that have the potential for capital appreciation.
Strategas Lobbying Index – Core Asset Manager Fact Sheet
Seeks to achieve long-term capital appreciation that outpaces the S&P 500
Edge Asset Management Small Mid Cap Value – Core Asset Manager Fact Sheet
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 – Core Asset Manager Fact Sheet
Eastern Shore Small Cap Equity aims to outperform the Russell 2000 Index over a complete market cycle with lower
overall risk.
Glenmede Domestic Fixed Income Aggregate – Core Asset Manager Fact Sheet
Perform favorably versus the Barclays Aggregate Index with less credit risk and lower interest rate exposure.
Glenmede Domestic Fixed Income Intermediate Gov/Credit – Core Asset Manager Fact Sheet
Perform favorably versus the Barclays Intermediate Government and Credit Index with less credit risk.
Glenmede Enhanced Cash – Core Asset Manager Fact Sheet
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 Investment Management SMID Cap Core – Core Asset Manager Fact Sheet
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.
Invesco International Growth Equity ADR – Core Asset Manager Fact Sheet
Seeks long-term growth of capital by translating Invesco’s earnings-driven approach for domestic stock selection to overseas markets.
Kennedy Capital Management Small Cap Fundamental Growth – Core Asset Manager Fact Sheet
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 – Core Asset Manager Fact Sheet
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 – Core Asset Manager Fact Sheet
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.
LMCG Small Cap Value – Core Asset Manager Fact Sheet
The fund seeks long-term capital growth by investing primarily in stocks of small cap companies.
Logan Capital International Dividend ADR – Core Asset Manager Fact Sheet
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.
Logan Capital Management Core 60/40 – Core Asset Manager Fact Sheet
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.
Logan Capital Large Cap Growth Equity – Core Asset Manager Fact Sheet
The investment objective of the product is to provide superior returns versus the Russell 1000 Growth Index with less volatility.
The London Company Income Equity – Core Asset Manager Fact Sheet
This strategy’s investment objective is current income with a secondary objective of capital appreciation.
The London Company Mid Cap Core Equity – Core Asset Manager Fact Sheet
Our focus is on downside protection. Capital preservation is our highest investment priority.
MFS Large Cap Value Equity – Core Asset Manager Fact Sheet
The objective of MFS’ Large Cap Value Equity discipline is to seek capital appreciation and reasonable current income.
MPI Wealth Management U.S. Tax Free Fixed Income – Core Asset Manager Fact Sheet
To provide investors with liquidity, above market yields and preservation of capital by investing in a portfolio of short duration tax free bonds.
MPI Wealth Management U.S. Taxable Fixed Income – Core Asset Manager Fact Sheet
To provide investors with liquidity, above market yields and preservation of capital by investing in a portfolio of short duration government bonds.
Neuberger Berman International ADR – Core Asset Manager Fact Sheet
The team seeks long-term capital growth and participation in the global equity market, excluding the U.S., through investment in diversified equities.
Nuveen Municipal Fixed Income – Core Asset Manager Fact Sheet
To design client portfolios that focus on total return performance while seeking to provide consistent income that enhances the entire portfolio.
PIMCO Total Return FISH – Core Asset Manager Fact Sheet
Seeks maximum total return through investment in an intermediate-term portfolio of primarily high quality bonds.
Principal Global Investors U.S. Real Estate – Core Asset Manager Fact Sheet
Using real estate stocks to provide returns over a full market cycle comparable to those experienced by direct owners of commercial real estate.
The Roosevelt Investment Group Current Income Portfolio – Core Asset Manager Fact Sheet
To provide a sustainable and substantial level of current income by maximizing cash flows while preserving capital and assuming the least possible risk.
RNC Genter Dividend Income – Core Asset Manager Fact Sheet
Maximum current income and strong total return potential in all market cycles by investing in corporate bonds and preferred stocks across the maturity spectrum.
RNC Genter Muni Fixed Income: Intermediate Term – Core Asset Manager Fact Sheet
Capital preservation, tax-free income, and total return in all market cycles investing in investment-grade municipal securities with short and intermediate-term maturity.
RNC Genter Municipal Fixed Income: Short Term – Core Asset Manager Fact Sheet
Capital preservation, tax-free income, and total return in all market cycles investing in investment-grade municipal securities with seven year maturity.
Sterling Capital Mid Cap Value – Core Asset Manager Fact Sheet
Seeks to identify stocks of quality companies selling at large discounts to the underlying value of the business
Sustainable Growth Advisers Large Cap Growth – Core Asset Manager Fact Sheet
Translate earnings and cash flow growth into superior risk-adjusted portfolio returns. We are growth investors who employ a bottom-up stock selection.
Systematic Free Cash Flow Small Cap Value – Core Asset Manager Fact Sheet
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.
Systematic Free Cash Flow SMID Value – Core Asset Manager Fact Sheet
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.
Destinations ETFh Fact Sheet – Moderately Conservative (Q)
Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.
Destinations ETFh Fact Sheet – Moderate (Q)
Seeks to provide current income, long-term growth of capital and a moderate level of volatility.
Destinations ETFh Fact Sheet – Moderately Aggressive (Q)
Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.
Destinations ETFh Fact Sheet – Aggressive (Q)
Seeks to provide current income and maximize long-term capital appreciation.
Destinations ETFh Fact Sheet – Aggressive Equity (Q)
Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.
Destinations ETFh Fact Sheet – Conservative (Q)
Seeks to provide current income, low level of volatility and some growth potential.
Destinations ETFh Fact Sheet – Defensive (Q)
Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.
Client Service Team Sheet – DC, DE, MD, NC, VA, WV
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service Team Sheet – NY
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service Team Sheet – CT, MA, ME, NH, RI, Upstate NY and VT
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service Team Sheet – IN, KY, MI, OH, TN
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client service team sheet – AL, FL, GA, MS, PR, SC, TN
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service Team Sheet – NJ, PA
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service Team Sheet – AR, LA, OK, TX
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service Team Sheet – Southern CA
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Client Service Team Sheet – IA, IL, KS, MN, MO, ND, NE, SD, WI
Any time a client needs something or you have a question or concern, you have access to a dedicated team of professionals.
Tax loss harvesting
Brinker Capital tax loss harvesting results
Destinations Moderate Fact Sheet – Qualified
Seeks to provide current income, long-term growth of capital and a moderate level of volatility.
Destinations Moderately Conservative Fact Sheet – Tax-Aware
Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.
Destinations Moderately Conservative Fact Sheet – Qualified
Seeks to provide a current income stream, moderate level of volatility and the opportunity for long-term growth of capital.
Destinations Moderately Aggressive Fact Sheet – Tax-Aware
Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.
Destinations Moderately Aggressive Fact Sheet – Qualified
Seeks to provide current income, maximize long-term capital appreciation and maintain a moderately aggressive level of volatility.
Destinations Defensive Fact Sheet – Tax-Aware
Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.
Destinations Defensive Fact Sheet – Qualified
Seeks to provide current income, low level of volatility and outpace U.S. Treasury Bills by 1-3% over rolling 12 month periods.
Destinations Conservative Fact Sheet – Tax-Aware
Seeks to provide current income, low level of volatility and some growth potential.
Destinations Conservative Fact Sheet – Qualified
Seeks to provide current income, low level of volatility and some growth potential.
Destinations Aggressive Fact Sheet – Tax-Aware
Seeks to provide current income and maximize long-term capital appreciation.
Destinations Aggressive Fact Sheet – Qualified
Seeks to provide current income and maximize long-term capital appreciation.
Destinations Aggressive Equity Fact Sheet – Tax-Aware
Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.
Destinations Aggressive Equity Fact Sheet – Qualified
Seeks to provide current income and uses primarily equities to maximize long-term capital appreciation that exceeds inflation.
Destinations Balanced Income Fact Sheet – Tax-Aware
Seeks to provide a high level of current income, inflation protection and moderate level of volatility.
Orion Advisor Solutions and Brinker Capital to Merge – Press Release
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.
Destinations Bundled Fact Sheets
All Destinations fact sheets