HOURLY CONSULTING & IMPLEMENTATION SERVICES
We are pleased to offer investors of all sizes, large and small, our investment advisory services on an “hourly, as needed” basis. In almost every case, this is a far more cost-effective solution that getting “free” advice from working with high commission mutual fund shares or in a transaction-based relationship. We can provide you with detailed instructions for setting your up your accounts and investment strategies at one of several discount brokerage firms we’ve come to respect, or one of our implementation specialists can set them up for you at a reduced hourly rate.
DESTINATION™ BY BRINKER CAPITAL
Designed as a turnkey investment management solution for investors with investable assets of ~$100K-$500K, Destinations™ by Brinker Capital offers an independently managed, comprehensive, world-class mutual fund asset allocation program using no load, load-waived, and/or institutional class mutual fund shares. Effective for all new BGFA clients beginning January 2008, the Destinations™ program is only available to clients who have engaged BGFA for financial planning services.
CORE ASSET MANAGER™ BY BRINKER CAPITAL
Designed as a turnkey investment management solution for investors with investable assets of ~$500K or more, the Core Asset Manager program offers professional money management allocation strategies with preferred access to some of the world’s best and most-sought-after private money managers. It is a comprehensive program of Separately Managed Accounts featuring all the benefits of individually owned securities including greater control over taxes. Effective for all new BGFA clients beginning January 2008, the Core Asset Manager™ program is only available to clients who have engaged BGFA for financial planning services.