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Home > Financial Services > Stock Brokers > Brinker Capital Securities, Inc.
Brinker Capital Securities, Inc.
Brinker Capital Securities, Inc is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Brinker Capital Securities was established in 1987. At Brinker Capital, they focus on providing services to financial advisors so that they can provide the highly personalized investment solutions that their clients require. The company offers managed account and mutual fund investment programs that bring together their investment consulting expertise and the asset management expertise of many of the world’s most respected investment management firms. Their services are designed to help financial advisors and their clients develop successful investment management strategies.
The company is an investment consulting firm and the nation’s leading independent provider of managed account and mutual fund investment services. With a focus on wealth creation and management, they serve financial advisors and their clients by providing the highest quality investment manager due diligence, asset allocation, and client communication services. They have no affiliation with any investment management firm, insurance company, brokerage house or mutual fund company. That independence is very important; it means that their interests are solely aligned with yours and those of the clients whom you serve.
Brinker Capital services are available only through financial advisors. They believe investors are best served when they work closely with financial advisors who understand their specific investment needs. Brinker Capital, an investment consulting firm and the nation’s leading independent provider of managed account and mutual fund investment programs, develops in-depth investment strategy recommendations, including an appropriate asset class allocation and selection of investment management firms. Investment recommendations are based on extensive analytical research.
The company offers institutional investors a range of services all designed to help institutions meet their investment goals. They work closely with an institution’s financial advisor to assist in development and ongoing monitoring of their investment strategy. Their investment management services are appropriate for 40l(k) and other defined contribution plans, Public retirement plans, Defined benefit plans and many more.
Their mission is to serve financial advisors and their clients by providing the highest quality investment manager due diligence, asset allocation, and client communication services for wealth creation and management.
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