Products November 15, 2012

MATC Adds Money Managers to 401(k) Platform

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

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.

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