Brinker Capital Launches its First Destinations Collective Investment Trust in Partnership with The Guardian Life Insurance Company of America®

New Solution Builds upon Brinker Capital’s 10 years as a Retirement Plan Service provider, and over 20 years as the provider of Destinations’ disciplined investment process

BERWYN, Pa.--(BUSINESS WIRE)-- Brinker Capital, a leading investment management firm, today announced the launch of its new Destinations Collective Investment Trust (CIT) solution in partnership with The Guardian Insurance & Annuity Company, Inc., a wholly-owned subsidiary of The Guardian Life Insurance Company of America^® (Guardian). Through this partnership, Brinker Capital expands its distribution and offers retirement advisors enhanced investment strategies that include a blend of mutual funds and exchange traded funds (ETFs).

Building on the company’s 20 years of success within Destinations, a comprehensive investment management program, Brinker Capital’s Destinations CIT is a collective investment trust solution featuring five professionally managed risk-based portfolios, offering investment strategies ranging from conservative to aggressive, that blend of mutual funds and ETFs. Each portfolio utilizes a multi-asset class approach and targets a specific investment objective.

“For 20 years, diversification, innovation, and active management served as the basis for our investment products, and the new CIT allows us to bring our proven investment products to qualified retirement plans through a large and prestigious partner such as Guardian,” said Roddy Marino, EVP of National Accounts and Distribution at Brinker Capital. “This partnership is particularly special because it launches during another important milestone for Brinker Capital—our 10-year anniversary of Retirement Plan Services.”

Brinker Capital’s Destinations CIT will be available through two Guardian retirement plans: The Guardian Choice^® and The Guardian Advantage^®. In addition, Guardian will offer Brinker Capital’s Destinations ETFh as part of its Guardian Edge retirement plan.

“Guardian is committed to helping our clients reach their long-term financial goals by offering a variety of investment options to address their diverse needs,” said Douglas Dubitsky, Vice President at Guardian Retirement Solutions^™. “This new offering represents each organization’s strong commitment to provide multiple managed account QDIA options to the small plan market space and help participants reach their long-term investment goals.”

Brinker Capital Destinations CIT offers five professionally managed risk-based model portfolios that serve as Qualified Default Investment Alternative, (QDIA) options:

• The Conservative Fund seeks to provide current income and some growth potential with a low level of volatility.
• The Moderately Conservative Fund seeks to provide current income and the opportunity for long-term growth of capital with a moderate level of volatility.
• The Moderate Fund seeks to provide long-term growth of capital and current income while maintaining a moderate level of volatility.
• The Moderately Aggressive Fund seeks long-term capital appreciation and a modest level of current income while maintaining a high level of volatility.
• The Aggressive Fund seeks to maximize long-term capital appreciation and will maintain a high level of volatility.

Brinker Capital acts as a 3(38) investment manager under ERISA guidelines and provides actively managed strategies as one of the plan's QDIA.

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, institutions, high-net-worth families and single family offices 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.

Learn more at www.brinkercapital.com and www.twitter.com/BrinkerCapital.

Brinker Capital, Inc. is a Registered Investment Advisor.

About Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers with $6.8 billion in capital and $1.3 billion in operating income in 2014. Founded in 1860, the company has paid dividends to policyholders every year since 1868. Its offerings range from life insurance, disability income insurance, annuities and investments for individuals to workplace benefits, such as dental, vision, and 401(k) plans for businesses. The company has approximately 6,000 employees and a network of over 3,000 financial representatives in more than 70 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.

Guardian Retirement Solutions™ refers to the administrative support services, including participant recordkeeping as well as marketing, enrollment and educational materials, provided by GIAC in conjunction with the individual and group retirement products issued by GIAC. For more information about Guardian Retirement Solutions, please visit 401k.GuardianLife.com.

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Brinker Capital

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Maritza Huerta, 212-925-6900

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Guardian

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The Guardian Life Insurance Company of America

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Source: Brinker Capital