A complete list of active advisors currently associated with Brink Financial Group, Inc.

Warmer can help you find a great advisor at Brink Financial Group, Inc. or one who fits your needs even better.

Brink Financial Group, Inc. provides ongoing discretionary portfolio management and investment advice to individuals and high‑net‑worth individuals, preparing Investment Policy Statements and tailored plans that focus on mutual funds, equities, ETFs, fixed income and Treasury inflation‑protected bonds. The firm does not serve non‑high‑net‑worth individual clients, a narrower client base than many independent advisers. The adviser implements long‑term trading strategies and an investment process that draws on charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory to construct and monitor portfolios. Accounts are managed under discretionary authority with regular reviews and custodial reporting, and the firm requires clients to use a single institutional custodian for execution and custody. Noteworthy characteristics include the firm’s small scale—about $21 million in discretionary assets and a single advising professional serving roughly 82 client relationships—and the principal’s maintained insurance license, which creates a potential conflict of interest that the firm discloses and monitors. The firm does not aggregate trades across clients, does not use third‑party sub‑advisers or wrap programs, and may receive custodial‑related research and services, factors that can affect execution, reporting and costs relative to many peers.

To learn more about the advisors currently working at Brink Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.