Who we serve

Plan sponsors

By giving individual plan participants the tools to look past the ups and downs of the economy and to see the wisdom of a purposeful, long-term investment, Brinker Capital helps your employees stay focused on their retirement and stay optimistic at every step of the journey. Even though every plan participant’s retirement expectations are different, Brinker Capital focuses on each client’s specific needs to provide the solution that makes the journey rewarding.

A proven process

The foundation for every Brinker Capital plan is built around the belief that independent and completely objective analysis with broad diversification in model portfolios provides the best opportunity for plan participants to reach their investment goals. Brinker Capital 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.

Fiduciary coverage

When plan sponsors appoint Brinker Capital as the ERISA 3(38) investment manager, this allows them to transfer fiduciary responsibility for the selection and management of their investments so they can focus on the best interests of their employees.  This fiduciary responsibility is something that Brinker Capital has acknowledged, in writing, since our founding in 1987.

Comprehensive support

In addition to strategic service and support partnerships, you’ll also have access to powerful educational and administrative tools. Along with customized enrollment and educational materials, plan participants have online access to a personalized dashboard where they can:

  1. Make election changes and fund transfers
  2. View account balances with detailed investment views, fund performance and transaction listing
  3. Easy access to retirement tools

Brinker Capital’s goal is to provide you with everything that you need to reduce complexities, save time and keep employees focused on the one thing that matters most: a sound and effortless retirement.