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Home > RIA > Additional Platforms
 
 
The Investment Center, Inc
1420 Route 206 North, Bedminster, NJ 07921
Contact The Investment Center, Inc: (800) 345-8041
© The Investment Center, Inc - All Rights Reserved | Member FINRA/SIPC
 

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.

Brinker Capital

 

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 BernsteinFred Alger ManagementGlobal Capital Management

Chartwell Investment Partners

Rittenhouse Asset ManagementLazard Asset Management
Haverford Financial ServicesTurner Investment PartnersJohnson Asset Management
OFI Private InvestmentsOak Value Capital ManagementClay Finlay
Stein Roe Investment CouncelRoanoke Asset ManagementEmerson Investment Management
Delaware InvestmentsFederated Investment CounselingGlenmede
Dreman Value ManagementGoldman Sachs Asset ManagementSage Advisory Services
MacKay ShieldsMoody Aldrich PartnersSalomon Brothers Asset Management
MFS Investment ManagementAtlantic Trust Private Wealth ManagementGates Advisors
TCW Investment Management Co.Congress Asset ManagementNC Genter Capital Management
Logan Capital ManagementAwad Asset ManagementNuveen Asset Management
AIM Private Asset ManagementLotsoff Capital ManagementRNC Genter Capital Management
Alta Capital ManagementNeuberger BermanWeiss, Peck & Greer
Denver Investment AdvisorsPenn Capital ManagementGEM Capital Management
Emerald AdvisorsPrincipal Global InvestorsPIMCO
   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Brinker Destinations - Mutual Fund Wrap Program

The Destinations Program is a comprehensive mutual fund investment management program.  The following allocations are available:

  

Capital Preservation

Seeks to provide a current income stream with some inflation protection.

  

Capital Income and Growth

Seeks to provide current income with the opportunity for capital appreciation.

  

Balanced Income

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.

  

Capital Growth and Income 

Seeks to provide long-term growth of capital and some current income.

  

Capital Growth

Seeks to provide capital appreciation through a mixture of equity and fixed income securities.

  

Aggressive Capital Growth

Seeks to maximize capital appreciation through a mixture of equity and fixed income securities.

  

Aggressive Equity Capital Growth

Seeks to maximize capital appreciation with an all equity portfolio.

 

 

Brinker Capital's Unified Managed Account Program

 

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 Capital

 

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