Proprietary Investments

Equip your investors with the right options at the right time, designed to build and protect wealth, brought to you by Brinker Capital Investments.

Every Market. Every Investor. Help your clients achieve their goals with proprietary investments designed to deliver better outcomes, brought to you by Brinker Capital Investments. Fueled by an experienced investment team, extensive due diligence, and expertise in balancing opportunity with risk.

Personalize with Proprietary Investments Build dynamic, diversified portfolios and help deliver consistent, risk adjusted returns over time — all to help investors stay invested and ultimately spur growth for your firm.

• **Amplify Your Expertise: **Always meet the evolving needs of your clients with Brinker Capital’s multiple, active managers that offer differentiated strategies to add layers of protection, and reduce active risk without sacrificing the potential for excess returns.
• **Drive Better Outcomes: **Gain the peace of mind our experienced team provides, empowering you to stay focused on your clients — helping to protect and grow their wealth and meet their unique goals and objectives.
• **Serve More Clients with Customization: **Access a robust range of customized solutions for high-net-worth investors, tax management and custom indexing strategies, and discretionary portfolios designed to help build and protect wealth.
• **Deliver Due Diligence: **Leverage manager due diligence combined with quantitative tools, and feel confident in the Brinker Capital’s industry-leading commitment to continuous analysis for better outcomes.

Features

• **Brinker Capital Destinations Funds: **Offer clients a complete investment solution designed to help them stay invested, implemented through asset allocation, manager selection, portfolio considerations, and construction and monitoring.
• **Custom Indexing: **Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively-priced solution. Easily bring proactive tax management to every client through cost-effective and customized portfolios at the touch of a button.