Provides the Community, Technology, and Support to Help RIAs Grow Their Business
BERWYN, Pa., Dec. 5, 2017 /PRNewswire/ — Brinker Capital, a 30-year-old registered investment advisor with $20.9 billion in assets under management, today announced the launch of Brinker Capital RIA Services.
The newly established division focuses on better serving registered investment advisors (RIAs), 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.
Since 1987, Brinker Capital has built a community of financial advisors that seek to deliver better outcomes for their clients. Brinker Capital RIA Services enhances this community through its commitment to working with advisors who are quickly expanding their business and are looking for a more personalized level of service.
“Brinker Capital is an ideal partner for RIAs since we were originally established as an independent registered investment advisor. We understand what it takes to effectively grow an RIA business while building scale,” said Noreen D. Beaman, Chief Executive Officer at Brinker Capital.
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.
To complement the technology, a dedicated team of professionals, comprised of a Relationship Manager, Onboarding Specialist, and Operations Manager, work with RIAs to customize the platform to meet their individual needs. From day one, advisors can expect seamless account opening and onboarding processes and continued operational support.
“By creating Brinker Capital RIA Services, we are providing RIAs with support to help them navigate through the operations and investment decisions to ensure they are running their business effectively and with scale,” said Brendan McConnell, Chief Operating Officer at Brinker Capital. “Our goal is to partner with RIAs who want to spend less time worrying about the back- and middle-office and more time delivering a high-level of service to their clients.”
“As I was looking to grow my business, I needed to align my new firm with a platform that would enable me to pursue aggressive growth plans without hiring additional service staff. Brinker Capital RIA Services has allowed me to do just that,” said Jerry Clark, Founder & Principal at RJL Financial Group.
About Brinker Capital
Brinker Capital is a privately held investment management firm with $20.9 billion in assets under management (as of September 30, 2017). For 30 years, Brinker Capital’s purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital’s highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction and client communication services. Brinker Capital, Inc. is a Registered Investment Advisor.
Learn more at www.brinkerriaservices.com.