Brinker Capital, a US-based investment management firm, has launched a new division to serve the needs of independent registered investment advisors.
The new division, Brinker Investment Services, will be headed by managing director Bill Simon, who will also oversee the firm’s retirement plan services.
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Simon has assembled a team of senior professionals from within Brinker to help manage the Investment Services group. They will be supported by regional sales managers located across the country who serve the needs of independent RIAs with Brinker Capital’s investment products and superior client services.
Along with the launch of Brinker Investment Services, the company will now offer an array of its investment products on the Schwab Advisor Services platform.
Brinker Capital said that the offerings on the Schwab platform will include a suite of absolute return products, asset class strategies, personal benchmark, and personal portfolios.
In order to support the new distribution channel, Brinker Investment Services has appointed Frank Pizzichillo as RIA regional director, who will report to Simon.
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By GlobalDataSimon said: "We’re delighted that Schwab has approved so many of our investment solutions for their Advisor Services platform. Independent advisors have long been asking how they can select our investment products on an a-la-carte basis as a way of helping their clients build purchasing power.
"Our new relationship with Schwab is the answer to their request and will go a long way to helping RIAs meet their client needs now and in the future," Simon added.
