Recently Released!!!
Date Published: October 2011
121 Slides
Brinker Capital was founded as a subsidiary of Mutual Benefit Life by Chuck Widger and John Coyne in 1987. It is based in Berwyn, PA. Brinker Capital has 85 employees, 58 institutional clients, 1,600 financial advisor clients, 2,875 accounts, & $8.8 billion assets under management. The firm is led by its CEO Chuck Widger and is privately owned by seven partners. Brinker Capital's web site can be found at www.brinkercapital.com.
Brinker Capital's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Mutual Benefit Life Phase
- Early Independence Phase
- Maturation Phase
Its profile includes the key statistics of the firm, including offices, employees, Institutional clients, financial advisor clkients, accounts, assets under management, revenues, & net profits.
Its profile includes detailed outlines of its core products:
- Destinations
- Managed Portfolios
- Asset Select
- Core Asset Manager
- Unified Managed Account
And its profile concludes with the highlights of its organizational structure & ownership.
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