BERWYN, Pa.--(BUSINESS WIRE)--Brinker Capital, a leading $18.9 billion* investment management firm focused on multi-asset class investing, today announced that it has partnered with Adhesion Wealth Advisor Solutions, a leading unified managed account platform for Registered Investment Advisors (RIAs), to make Destinations and Destinations ETFh products available to the RIAs on its platform. Through the partnership, all Adhesion’s RIA clients that custody at Charles Schwab, Fidelity, Pershing, and TD Ameritrade will have access to Brinker Capital’s multi-asset class investment products that seek to provide consistent, risk-adjusted returns and downside protection.
To help promote the new partnership, Brinker Capital and Adhesion will host several live events and webinars throughout the fall and winter. For more information, contact Brinker Capital atriateam@brinkercapital.com.
“Comprehensive investment products like Destinations and Destinations ETFh are ideal for platforms such as Adhesion because RIAs are looking for full service, cost-effective solutions that can meet the specific investment objectives of their clients,” said Roddy Marino, CIMA®, Executive Vice President of National Accounts and Distribution at Brinker Capital. “We are impressed with Adhesion’s focus and commitment to providing a superior experience to RIAs and the clients they serve, and this partnership enables us to continue to deliver advisors great investment ideas and strong investment discipline that lead to better outcomes.”
Since 1987, Brinker Capital has been building institutional-quality multi-asset class investment solutions to meet a wide range of investor’s needs. Destinations and Destinations ETFh are governed by a time-tested, 21-year disciplined investment philosophy of diversification, innovation and active management. Destinations and Destinations ETFh combined have more than $10 billion* in assets under management.
Destinations is a mutual fund solution that features seven risk-based portfolios, available as qualified or taxable models. Expanding beyond Destinations’ exclusive use of mutual funds, Destinations ETFh introduces ETF’s to provide exposures in more efficient asset classes, more direct or concentrated exposures, and niche strategies not available in a mutual fund format. Destinations ETFh uses actively managed funds where viable ETF options are not available, for less efficient asset classes, and any other areas consistently successful active managers can provide a significant advantage.
“As client needs evolve, so too should the investment tools utilized by their advisors,” said Barrett Ayers, Chief Solutions Officer at Adhesion Wealth Advisor Solutions. Continued Ayers, “We are excited how the partnership with Brinker Capital further strengthens our ability to provide clients with outcome-oriented investment solutions.”
*Source: Brinker Capital. Data as of September 30, 2016.
About Brinker Capital
Since 1987, Brinker Capital has provided innovative investment solutions based on creative ideas generated from actively listening to the needs of financial advisors and investors. From being a pioneer of the multi-asset class investment philosophy to using behavioral finance to help investors manage the emotions of investing, our highly strategic, disciplined investment approach is the key to helping advisors and their clients achieve better outcomes. As an independent investment management firm and one of the nation’s leading providers of managed account and mutual fund investment services, Brinker Capital has maintained a sophisticated investment philosophy based on the time-proven investment principles used by large academic institutions and endowments: broad asset class exposure, multiple diverse strategies, highly-focused stock selection and strong risk management. Brinker Capital, Inc. is a Registered Investment Advisor.
Learn more at www.brinkercapital.com and www.twitter.com/BrinkerCapital.
About Adhesion Wealth Advisor Solutions
Founded in 1999, Adhesion is an industry leading UMA platform, specializing in delivering advisor-directed investment strategies in innovative ways. Adhesion offers RIAs a highly personalized, open architecture UMA platform that delivers their essential investment services—reporting, reconciliation, trading and monitoring. Focused exclusively on RIAs, Adhesion is the only integrated UMA platform with the flexibility to deliver an advisor’s unique investment and business model. Located in Charlotte, NC, Adhesion currently has more than $13 billion in assets under administration. For further information, visit Adhesion Wealth Advisor Solutions at www.adhesionwealth.com.
