Brinker Capital Core Asset Manager Overview
Brinker Capital Core Asset Manager, established since 1987, provides a flexible managed account solution with two main options—Core Guided, offering professionally managed, risk-based, tax-managed, and income-focused portfolios using SMAs, mutual funds, and ETFs, and Core Select, allowing investors greater control through direct ownership, individualized cost basis, and customizable restrictions—designed to help financial advisors and investors build tailored multi-asset class portfolios for improved investment outcomes.
Since 1987, Brinker Capital has designed solutions around a multi-asset class investment philosophy to meet the evolving needs of individuals.
Brinker Capital Core Asset Manager is a managed account solution that offers a flexible investment experience through multiple ways to invest.
Core Guided
A comprehensive, single account solution that features:
- A range of risk-based, tax-managed, and income-focused portfolios, along with completion strategies
- Underlying investments may include separately managed accounts (SMAs), mutual funds, and exchange-traded products
- Professional investment management and oversight of strategy selection, manager changes, and reallocations
Core Select
Offers SMAs, mutual funds, exchange-traded products, and limited partnerships. This range of options enables investors to have greater control over their investments, including:
- Direct ownership
- Individualized cost basis
- The ability to restrict certain securities or industries from their portfolios
Brinker Capital works with financial advisors and investors to build portfolios to meet the needs of investors.
Summary
- Brinker Capital Core Asset Manager is designed to help investors achieve better outcomes in a flexible investment experience.
- Core Guided features a range of dynamic risk-based, tax-managed, and income-focused portfolios, as well as completion strategies.
- Core Select offers access to Brinker Capital’s best thinking in a tailored portfolio.