Feb 15, 2011
--- Trademark Capital Management has acquired Athens Capital Group, LLC, as part of a national growth strategy. ---
Trademark is working with Wilshire Associates Incorporated
to introduce a series of target-date collective trusts combining
Athens’ asset management capabilities with Wilshire’s glide path
methodology. Steve Athanassie, Managing Principal of Trademark Capital,
noted the new collective trusts were launched on February 1, 2011
through Hand Benefits and Trust, a division of BPAS (see "Hand Benefits Selects Sub-Advisers for Target Date CITs").
“We are excited about this acquisition, which enables us to
offer a new approach to target-date investing through the launch of our
collective trust funds,” said Athanassie.
“Trademark’s collective trusts will offer a unique balance of growth and
risk management by utilizing Athens Capital’s proprietary blend of
quantitative management, fundamental analysis, and downside protection
strategy paired with Wilshire’s proven glide path methodology.”
PLANADVISER staff