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For individuals and families with at least $1 million of investable assets, Wealth Advisory offers personalized wealth planning solutions and a range of vetted partner services that can help grow your high net worth business.
Attract high net worth clients
Partner with Brinker Capital to offer your clients deep investment expertise rooted in a rigorous due diligence process and manager selection criteria.
Expand your expertise
A team of investment and support specialists, including CFA and CFP professionals, provide complete pre- and post-engagement support to help you amplify your capabilities.
Grow your business
Tailored solutions & services for high net worth investors
Benefits
Personalized wealth experiences
Personalized wealth experiences
High touch service and support
Multi layered Tax management
Brinker Capital
Wealth Advisory
Privacy Policy
ORDER EXECUTION FLOW
BUSINESS CONTINUITY PLAN
LEGAL NOTICES
ASSET PROTECTION
GIPS
3RD PARTY MANAGER STEP OUT ACTIVITY
ADV AND FEE INFORMATION
CCPA NOTICE
FORM CRS
Brinker Capital
Wealth Advisory
Tailored solutions & services
for high net worth investors
For individuals and families with at
least $1 million of investable assets,
Wealth Advisory offers personalized wealth planning solutions and a range of vetted partner services that can help grow your high net worth business.
Attract high net worth client
Partner with Brinker Capital to offer your clients deep investment expertise rooted in a rigorous due diligence process and manager selection criteria.
Expand your expertise
A team of investment and support specialists, including CFA and CFP professionals, provide complete pre- and post-engagement support to help you amplify your capabilities.
Grow your business
Discovery calls to gain a deep understanding of client needs
Institutional-quality SMAs and strategies to build customized portfolios
Deep investment expertise with rigorous due diligence and manager selection criteria
Wealth planning services including banking & lending, trust services, business valuation, and charitable solutions to meet individual needs
Complete pre- and post-engagement support
Team of CFA and CFP investment professionals
Dedicated client portfolio managers
Onboarding specialists
Collaborative ongoing client reviews
Specialized team of resources, including:
High touch service and support
Multi layered Tax management
Ongoing proactive tax oversight includes the ability to harvest tax losses at the individual position level to manage capital gains
Tax transition capabilities
Direct indexing for personalization and tax control
Tax managed solutions to help high net worth clients managed their unique tax circumstances
Privacy Policy
ORDER EXECUTION FLOW
BUSINESS CONTINUITY PLAN
LEGAL NOTICES
ASSET PROTECTION
GIPS
3RD PARTY MANAGER STEP OUT ACTIVITY
ADV AND FEE INFORMATION
CCPA NOTICE
FORM CRS
Learn more about our investment process
Contact us
Personalized wealth experiences
High touch service and support
Multi layered Tax management
Benefits
Multi layered Tax management
Tax transition capabilities
Direct indexing for personalization and tax control
Ongoing proactive tax oversight includes the ability to harvest tax losses at the individual position level to manage capital gains
Tax managed solutions to help high net worth clients managed their unique tax circumstances
High touch service and support
Team of CFA and CFP investment professionals
Dedicated client portfolio managers
Collaborative ongoing client reviews
Complete pre- and post-engagement support
Specialized team of resources, including:
Personalized wealth experiences
Wealth planning services including banking & lending, trust services, business valuation, and charitable solutions to meet individual needs
Deep investment expertise with rigorous due diligence and manager selection criteria
Institutional-quality SMAs and strategies to build customized portfolios
Discovery calls to gain a deep understanding of client needs
investment philosophy
Wealth advisory
destinations
Tax Managed Solution
Resource center
Insights
Advisor login
Contact Us
investment philosophy
destinations
tax Managed Solution
Resource center
Insights
Advisor login
contact us
Wealth advisory
Onboarding specialists
Specialized team of resources, including: