Whatever an investor’s goals may be, we have a strategy to help reach them.
Our strategies 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.
Because each investor has different objectives, our Personal Portfolios delivered through the UMA platform offer multiple asset allocation strategies. Each strategy has been thoughtfully constructed and seeks to deliver consistent, competitive performance within its stated risk and return parameters.
Investors don’t have the same goals. They shouldn’t have the same portfolios either.
This absolute return portfolio, offered within a separately managed account structure, is designed to meet a targeted return over three-year rolling periods, not to chase an index. This means we can potentially take advantage of both good and bad markets.
Endowments, Foundations, Pension Plans, Corporations, and Ultra-High-Net-Worth Individuals and Families.
Brinker Capital Personal Benchmark is a packaged investment solution designed to help investors manage the emotions of investing. Personal Benchmark takes the focus away from the emotions of the moment and focuses on purchasing power and satisfying spending needs so that you can sustain your lifestyle and enhance your wealth over time.
At Brinker Capital, we know retirement plan participants want to protect their assets and their lifestyles. With our comprehensive managed mutual fund investment program, we can help you do just that.