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Products November 14, 2012
MATC Adds Money Managers to 401(k) Platform
November 14, 2012 (PLANSPONSOR.com) – Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.
Reported by Rebecca Moore
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.
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