Brinker Capital Posts 25% Increase in Assets under Management; Record Sales Make 2005 a Banner Year.BERWYN, Pa. -- Brinker Capital, a leading independent provider of managed account and mutual fund services, today announced it had record-breaking sales in 2005, increasing the firm's assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. by 25% to a new high of $5.8 billion. Assets under management have more than doubled over the past three years. "Brinker's diverse investment programs continue to gain popularity among broker-dealers and investment advisors Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and ," said Lee Dolan, Principal and National Sales Director of Brinker Capital. "Because we have no affiliation with any investment management firm, our interests are aligned with advisors and the investors they serve." Brinker Capital serves financial advisors and their clients by providing the highest quality program development, investment manager due diligence Research; analysis; your homework. This term has caught on in all industries, because it sounds so "wired." Who would want to do analysis or research when they can do due diligence. See wired. , asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. , portfolio construction and client communication services. In 2005, Brinker saw significant sales increases in both its mutual fund and separately managed account programs. The firm's Destinations program offers six managed mutual fund portfolios, ranging on the risk-return scale from capital preservation to aggressive growth. Each portfolio is implemented with a group of mutual funds selected through Brinker's due diligence process. Destinations is now also available in 401(k)s offered through the recently introduced Brinker Retirement Plan Services program. Destinations has an eleven-year performance history, offering advisors a tested investment offering. As Mr. Dolan explains, "This program has consistently delivered solid returns, even in mediocre markets." Brinker's Core Asset Manager program builds separately managed portfolios offering 70 different investment styles. The fifty managers in this program are also subject to Brinker's due diligence screening process. The firm is a recognized leader in separately managed accounts, with its Chairman and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. , Chuck Widger, nominated in 2005 as "SMA (1) See SMA connector. (2) (Shared Memory Architecture) See shared video memory. (3) (Software Maintenance Association) A membership organization that began in 1985 and ended in 1996. Player of the Year" by Institutional Investor's "Fund Marketing Alert." "With the momentum built in 2005, our forecasts indicate another break-through year in 2006," said Mr. Dolan. He credits the company's independence, objectivity, innovation and integrity as the key drivers of its growth. About Brinker Capital Brinker Capital, Inc. is an independent investment consulting firm Noun 1. consulting firm - a firm of experts providing professional advice to an organization for a fee consulting company business firm, firm, house - the members of a business organization that owns or operates one or more establishments; "he worked for a which provides managed account investment programs to individual and institutional investors Institutional Investor A non-bank person or organization that trades securities in large enough share quantities or dollar amounts that they qualify for preferential treatment and lower commissions. through financial advisors. Brinker was founded in 1987 by Charles Widger and is located in suburban Philadelphia. Visit the Brinker website at www.brinkercapital.com. |
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