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Additional Platforms
In addition to our Lockwood relationship, we have arrangements with two other Third Party Asset Management Platforms ( TAMP ). Through Brinker and Curian, you have access to an additional 80 managers through separately managed accounts as well as alternative mutual fund wrap and unified managed account products.
Similar to Lockwood, Brinker prides itself on thorough research; and since there are thousands of investment management firms, selecting firms that are best suited to successfully manage assets is Brinker Capital's most valuable service. Their investment manager due diligence process, including the selection and ongoing monitoring of investment managers, sets them apart from other investment consulting firms and exemplifies Brinker Capital's guiding principals of objectivity, discipline, and perspective. Through Brinker Capital, you have access to the following managers and programs.
Brinker Core Asset Manager (Separately Managed Accounts)
| Alliance Bernstein | Fred Alger Management | Global Capital Management |
|
Chartwell Investment Partners |
Rittenhouse Asset Management | Lazard Asset Management |
| Haverford Financial Services | Turner Investment Partners | Johnson Asset Management |
| OFI Private Investments | Oak Value Capital Management | Clay Finlay |
| Stein Roe Investment Councel | Roanoke Asset Management | Emerson Investment Management |
| Delaware Investments | Federated Investment Counseling | Glenmede |
| Dreman Value Management | Goldman Sachs Asset Management | Sage Advisory Services |
| MacKay Shields | Moody Aldrich Partners | Salomon Brothers Asset Management |
| MFS Investment Management | Atlantic Trust Private Wealth Management | Gates Advisors |
| TCW Investment Management Co. | Congress Asset Management | NC Genter Capital Management |
| Logan Capital Management | Awad Asset Management | Nuveen Asset Management |
| AIM Private Asset Management | Lotsoff Capital Management | RNC Genter Capital Management |
| Alta Capital Management | Neuberger Berman | Weiss, Peck & Greer |
| Denver Investment Advisors | Penn Capital Management | GEM Capital Management |
| Emerald Advisors | Principal Global Investors | PIMCO |
Brinker Destinations - Mutual Fund Wrap Program
The Destinations Program is a comprehensive mutual fund investment management program. The following allocations are available:
Seeks to provide a current income stream with some inflation protection.
Seeks to provide current income with the opportunity for capital appreciation.
Seeks to provide a high level of current income generated from a portfolio that invests approximately 60% in dividend paying equities and 40% in fixed income securities.
Seeks to provide long-term growth of capital and some current income.
Seeks to provide capital appreciation through a mixture of equity and fixed income securities.
Seeks to maximize capital appreciation through a mixture of equity and fixed income securities.
Seeks to maximize capital appreciation with an all equity portfolio.
Brinker's UMA program offers asset allocation strategies-each targeted to meet a specific investment objective. Each asset allocation strategy seeks consistent, competitive performance within its stated risk and return parameters. The UMA structure allows for the implementation of a robust asset allocation that incorporates managed accounts, mutual funds and ETFs in one fully diversified portfolio. Within every investment strategy the diversification will vary depending on the dollar amount invested.
The following allocations are available:
• Capital Preservation
• Capital Income and Growth
• Capital Growth and Income
• Aggressive Capital Growth
• All Equity Capital Growth
Curian delivers the benefits of managed accounts to a broader range of investors than ever before possible. The features and benefits of Curian's Custom Style Portfolios (CSPs) are many and include:
• Managed account portfolios customized to the individual's unique objectives and risk profile.
• Multiple institutional money managers in each account.
• Up to 14 social sector and unlimited security exclusions.
• Eight tax-management options.
• International Equity and Real Estate offerings.
• Multiple implementation strategies: Active - Core, Active - Defensive, Quantitative and Blend.
Managers include:
• UBS Global Asset Management
• Ironwood Investment Management
• PPM America
• Columbus Circle Investors
• Schroder Investment Management
• Smith Asset Management
• Atlanta Capital Management
• Lazard Asset Management