Charles Widger

Overview

Brinker Capital is an independent investment management firm that provides managed account and mutual fund investment programs to individual and institutional investors in the United States. The firm offers services such as investment manager due diligence, asset allocation, portfolio construction, and client communication to financial advisors. Founded in 1987 by Charles Widger, Brinker Capital is headquartered in Berwyn, Pennsylvania. Charles Widger has over 30 years of experience in strategic investment planning, manager search, and monitoring. He has served as the chairman of the board of trustees for Gettysburg College and is chair-emeritus of the Money Management Institute, the $3.5 trillion managed account industry's association. He is also the chairman of the Villanova University School of Law Board of Consultors. Prior to founding Brinker Capital, Mr. Widger was the chief executive officer of the Mutual Benefit Capital Companies, first vice president with Van Kampen, Morris Stone, and a vice president at CIGNA. Earlier in his career, he practiced law in Pennsylvania in private practice and as an assistant attorney general for the Pennsylvania Department of Justice. Mr. Widger is a frequent market and industry commentator, with his insights having appeared in top outlets such as The Wall Street Journal, Barron’s, the Associated Press, Dow Jones, Investment Advisor, Fund Action, and many others. He is a graduate of Gettysburg College and Villanova University School of Law, and holds an L.L.M. in Taxation from Boston University’s School of Law. He also served as a Lieutenant in the U.S. Navy.

Investment Focus

• Preference for investments in the United States and Europe
• Focus on technology, healthcare, and financial services sectors
• Interest in both early-stage and growth-stage companies
• Open to both equity and debt investments
• Preference for companies with strong management teams and scalable business models
• Interest in companies with potential for international expansion
• Focus on companies with innovative products or services
• Preference for investments with clear exit strategies
• Interest in companies with strong environmental, social, and governance (ESG) practices

Portfolio Companies