BERWYN, Pa.--(BUSINESS WIRE)--Brinker Capital, a leading investment management firm, today announced the launch of Brinker Investment Services, a specialized division dedicated to serving the needs of independent Registered Investment Advisors, most of who work outside of the insurance channel where Brinker’s advisors typically operate their practices.
Brinker Investment Services is headed by Managing Director Bill Simon who also oversees the company’s burgeoning Retirement Plan Services. Mr. Simon has assembled a team of senior professionals from within Brinker to help manage the Investment Services group. They are, in-turn, supported by Regional sales managers located across the country who serve the needs of independent RIAs with Brinker Capital’s award-winning investment products and superior client services.
Concurrent with the launch of Brinker Investment Services, the company announced that a comprehensive array of its investment products is now available on the Schwab Advisor Services platform.
“We’re delighted that Schwab has approved so many of our investment solutions for their Advisor Services platform,” said Mr. Simon. “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.”
Among the Brinker offerings on the Schwab platform:
- Crystal – a suite of absolute return products embedded within a separately managed account format
- Asset Class Strategies – a family of mutual fund and ETF products
- Personal Benchmark – a new Brinker Capital offering which aligns investment performance success with investors’ personal goals versus a traditional benchmark
- Personal Portfolios – a suite of Unified Management Account products
To support this new distribution channel, Brinker Investment Services hired Frank Pizzichillo as RIA Regional Director. He reports to Mr. Simon.
Prior to joining Brinker Capital, Mr. Pizzichillo was Director of Business Development for MarketCounsel, a leading business and regulatory consultant to investment advisors. There, he oversaw distribution efforts that landed MarketCounsel on the INC 5000 list of fastest growing companies 5 years in a row. He also has extensive knowledge of advisor custodians, having served in institutional sales roles with Fidelity Investments, TD Ameritrade and its predecessor Waterhouse Securities. Mr. Pizzichillo earned a B.S. degree in History from Montclair State University and holds FINRA series 6, 63, and 65 licenses.
“We are very fortunate to have a professional of Frank’s standing join us,” said Mr. Simon. “By adding Frank to the team and our products to the Schwab platform, we are better able to meet the needs of independent investment advisors who are looking to expand their advice and product offerings.”
About Brinker Capital
Brinker Capital, Inc. is a leading independent Registered Investment Advisor (RIA) that provides managed account investment programs to individual and institutional investors through financial advisors. Brinker was founded in 1987 by Charles Widger and is located in suburban Philadelphia. Learn more at www.brinkercapital.com and www.twitter.com/BrinkerCapital.
