Products November 15, 2012

MATC Adds Money Managers to 401(k) Platform

Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.
Reported by

The firm added 22 new third-party managers available to the more than 8,000 professional money managers, investment advisers and recordkeepers who utilize MATC for 401(k) trust and custody. ModelxChange now provides 29 third-party managers through over 80 recordkeepers.   

The solution allows 401(k) professionals to incorporate mutual fund and/or exchange-traded fund (ETF) investment models into a retirement plan through a single, web-based interface that allows for the creation, execution and on-going management of a model investment.  

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The 22 new third-party managers added to the platform include: 

  • Alpha Investment Management—Cincinnati, Ohio;
  • Appleton Group Wealth Management — Appleton, Wisconsin;
  • Aurum Wealth Management Group — Mayfield Village, Ohio;
  • Brinker Capital — Berwyn, Pennsylvania;
  • Efficient Market Advisors — Del Mar, California;
  • G.L. Smith & Associates — Huntsville, Alabama;
  • Genworth Financial Wealth Management — Pleasant Hill, California;
  • Globalt Investments — Atlanta, Georgia;
  • Granite Group Advisors — Wilton, Connecticut;
  • Highland Capital Management — Memphis, Tennessee;
  • iSectors — Appleton, Wisconsin;
  • Lunt Capital Management — Salt Lake City, Utah;
  • Meeder Financial — Dublin, Ohio;
  • Mesirow Financial — Chicago, Illinois;
  • OBS Financial Services — Whitehouse, Ohio;
  • PGR Solutions — Campbell, California;
  • Provident Capital Management — Carmel, Indiana;
  • Prudent Investor Advisors — Arcata, California;
  • Sage Advisory Services — Austin, Texas;
  • Stadion Money Management — Watkinsville, Georgia;
  • Sterling Global Strategies — Carlsbad, California; and
  • Target Date Analytics — Marina del Rey, California.

More information on ModelxChange and fact sheets for many of the currently available managers and strategies is at https://secure.macg.com/rqResearchModelxChange.aspx.

Deals & People November 15, 2012

Matrix Names Vollmer Head of Sales

Todd Vollmer has been appointed to head of sales at Matrix Financial Solutions, a Broadridge Financial Solutions  company.
Reported by

In this role, Vollmer will spearhead and support all sales channels, providing customizable services to financial institutions, third-party administrators (TPAs), insurance providers and registered investment advisors (RIAs).

Vollmer has more than 15 years of operations and business development experience, and a proven track record of tactical customer activation and engagement, strategic acquisitions and robust revenue expansion.

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With a strong background in customer relationship management, strategic product engagement and revenue expansion, Vollmer has served in several leadership roles within Matrix.  Before his current position, he served as vice president of sales, managing bank/trust company sales throughout the western U.S. and across multiple product lines offered through Matrix and its affiliates. Before that, he served as business development/conversion manager. During his tenure at Matrix, Vollmer has played a significant role in growing the Matrix business by successfully bringing in customers and through strategic acquisitions.

“Todd has been an integral part of Matrix since its founding in 1997,” said John Moody, president, Matrix Financial Solutions. “His exceptional ability to manage customers, his stellar track record of consistently meeting and exceeding sales goals, and maintaining one the strongest sales pipelines in the company, are highly regarded.”

Vollmer holds a bachelor’s degree in finance from the Monfort School of Business at the University of Northern Colorado, where he was a recipient of the Malcolm Baldridge Award. He holds FINRA Series 7 and 24 licenses.

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