Brinker Capital, a 30-year-old registered investment advisor with $20.9 billion in assets under management, has launched Brinker Capital RIA Services. The newly established division focuses on better serving registered investment advisors, , who are experiencing rapid growth by bringing together like-minded partners, a fully-digital platform, and a team of experienced professionals to support the business.
Brinker Capital RIA Services has compiled leading technology into one seamless experience. When utilizing Brinker Capital RIA Services, advisors can expect:
- guided or open-architecture investment solutions
- a user-friendly, robust client and advisor portal
- multi-custodial flexibility
- comprehensive reporting, billing, proposal generation, and planning tools
Additionally, advisors have a variety of investment products to choose from, including fund strategist programs, personalization of unified managed accounts through a curated list of investment managers, and customized portfolios.
