Recently Released!!!
Date Published: June 5, 2020
Summary PowerPoint Deck: 20 Slides
Reference PowerPoint Deck: 301 Slides

Brinker Capital was founded as a subsidiary of The Mutual Benefit Companies by Chuck Widger in 1987. It is based in Berwyn, PA. Brinker Capital has 168 employees, 1,427 institutional clients, 5,500 financial advisor clients, 62,000 clients, 62,018 accounts, & $25.3 billion assets under management. The firm is led by its Executive Chairman Chuck Widger, CEO Noreen Beaman, & Chief Operating Officer Brendan McConnell. Brinker Capital is privately owned. Its web sites can be found at www.brinkercapital.com & www.crystalstrategyfunds.com.

This research addresses the key historical phases of Brinker Capital, including:

• The Mutual Benefit Companies Phase
• Early Independence Phase
• Awards Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, financial advisor clients, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:

• Investment Solutions
  • Core Asset Manager
  • Personal Portfolios
  • Crystal Strategies
  • Asset Class Strategies
  • Destinations
  • Personal Benchmark
  • Retirement Plan Services
• Investment Services
  • Institutional & Private Client Group
  • Private Wealth Services
  • Family Wealth Partners
  • Personal Distribution Strategy (PDS)
  • Destination Dollar Value Averaging (DVA)
• Crystal Strategy Family of Funds
• Sub-Advisory

And its profile concludes with the highlights of its organizational structure & ownership.