Brinker Capital:
A Traditional Product TAMP with Strengths in Alternative Investments & Serving Insurance Companies

Recently Released!!!
Date Published: January 31, 2016
Summary PPT: 28 Slides

Reference PPT: 272 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 140 employees, 300 institutional clients, 1,600 financial advisor clients, 32,000 clients, 46,534 accounts, & $17.6 billion assets under management. The firm is led by its Executive Chairman Chuck Widger, Executive Vice Chairman John Coyne, CEO Noreen Beaman, & Chief Operating Officer Brendan McConnell. Its web sites can be found at &

Brinker Capital's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • 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, 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.

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