Eric Clarke

Develops wealth management software for financial advisors & enterprise firms

Operates as a grant making foundation

Develops wealth management software for financial advisors & enterprise firms

Brinker creates an asset allocation that aligns the client's objectives with investment strategies using investment disciplines that are suitable for achieving the client’s stated goals. Their Asset Allocation Committee meets regularly to determine forward-looking portfolio positioning and key investment themes. In following its asset allocation process, the firm strives to (i) achieve the client’s return objectives given the client’s risk tolerance and (ii) establish permissible concentration levels for assets in specific asset classes. For discretionary portfolios, each program will be managed within the stated ranges for each major asset class.

OPS utilizes specific qualitative and quantitative screening criteria to identify appropriate Strategists for the Strategist Program. The quantitative review focuses on the performance and track record of the Strategist as compared against benchmarks. Their qualitative analysis reviews information surrounding the operations of the Strategists, including history, experience, firm size and structure, investment analysis and decision-making process, and portfolio risk review.