BERWYN, Penn.--(BUSINESS WIRE)--Brinker Capital, a leading investment management firm, today announced details of its comprehensive transition support program for advisors that are affected by the announced shutdown of Curian Capital. The program includes a dedicated onboarding team comprised of service professionals that will work closely with the advisor and sales team to ensure a smooth and seamless transition.
Brinker Capital’s transition support program makes the process of conversion to Brinker Capital's full service platform extremely easy and efficient, providing a complete conversion roadmap for advisors that includes product mapping capabilities, streamlined paperwork processes, and electronic signature functionality. In addition to outstanding transition support, Brinker Capital offers advisors who work with Curian Capital a range of investment management solutions and capabilities well beyond those that were available to them on their current platform, to meet the broadest range of advisor and investor needs.
“The entire Brinker Capital team stands ready to assist advisors who work with Curian Capital in thinking through and executing a transition that not only maintains, but enhances their relationship with their clients,” said Ed Kelly, Vice President of National Sales at Brinker Capital.
“Our significant investments in technology, support, and product development resources have prepared us to be the superior option for advisors in transition, and our independence, responsible financial stewardship and disciplined investment process have made us one of the strongest and most resilient players in our industry,” said Noreen D. Beaman, Chief Executive Officer of Brinker Capital.
The distribution effort of the transition program is led by Greg Verfaillie, who recently joined Brinker Capital as a Managing Director. Prior to joining Brinker Capital, Mr. Verfaillie spent 13 years at Curian Capital. His most recent role was Senior Vice President and National Sales Manager.
“Greg will also be a key member of the Brinker Capital team focused on continuously improving its advisor experience, and work closely with existing Brinker Capital advisors to help them grow their practices through the development and implementation of value add and practice management programs,” said John Coyne, Vice Chairman of Brinker Capital.
“Advisors and their clients are understandably anxious about the potential disruption that the Curian Capital shutdown could cause, and our overarching goal is to reduce it to the greatest extent possible,” said Greg Verfaillie, Managing Director, Brinker Capital. “My extensive familiarity with Curian Capital’s people and solutions, coupled with Brinker Capital’s outstanding solutions, technology and team makes me extremely confident that we can provide a speedy and virtually seamless transition onto Brinker Capital’s platform, while opening up an impressive array of new capabilities to advisors and clients currently with Curian.”
About Brinker Capital
Since 1987, Brinker Capital has innovated based on creative ideas generated from actively listening to the needs of financial advisors and investors. Our highly strategic, disciplined investment process is the key to making our ideas successful and helping to achieve better outcomes for advisors and their clients. 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. Our clients know that we will focus entirely on meeting their needs. Increasingly, individual investors, families and institutions have turned to us to improve their understanding of investment and market complexities, build better outcomes for current and future generations, provide transparency in fee structure and demonstrate an overall alignment of interests.
Brinker Capital, Inc. is a Registered Investment Advisor.