New Product Portfolio

Guardian Adds New Managed Account QDIA

Expands managed account options for small plan participants with Brinker Capital Destinations CIT portfolios

NEW YORK, N.Y., February 19, 2016 — As part of its commitment and dedication to deliver financial professionals and their clients flexible, customized investment solutions, Guardian is expanding the managed account options made available under The Guardian Choice® and The Guardian Advantage® funding vehicles.

Brinker Capital Destinations is a collective investment trust solution featuring five professionally managed risk-based portfolios, offering investment strategies ranging from conservative to aggressive that offer a blend of mutual funds and exchange-traded funds. Each portfolio utilizes a multi-asset class approach and targets a specific investment objective.

“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.”

“We are proud of Destinations’ long-standing track record as a disciplined investment solution, and our 10-year anniversary as a Retirement Plan Services provider,” said Roddy Marino, EVP of National Accounts and Distribution at Brinker Capital. “Making our solution available through a large and prestigious partner such as Guardian significantly expands its availability to retirement plan investors.”

Brinker Capital’s five QDIA model portfolios feature an investment philosophy and discipline that provides:

  • Diversification through Brinker Capital’s six asset class investment approach
  • Active management and portfolio oversight
  • Core-satellite portfolio construction
  • Manager selection and extensive due diligence

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

a collective investment trust solution featuring five professionally managed risk-based portfolios

 

 

 

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.
About Brinker Capital
Since 1987, Brinker Capital has been actively listening to the needs of financial advisors and investors to develop innovative solutions. Our strategic, disciplined investment process is key to the success of our ideas and to helping 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 implemented a sophisticated investment philosophy based on the time-proven principles used by large academic institutions and endowments: broad asset class exposure, multiple diverse strategies, highly-focused stock selection and strong risk management. Increasingly, individuals, families and institutions 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 understanding of goals and objectives. Learn more at www.brinkercapital.com and www.twitter.com/BrinkerCapital.