Managed Models provides investment advisers the ability to create customized risk or age-based asset allocation portfolios that are not limited to a retirement plan’s core investment lineup. The new Lincoln Trust product provides unconstrained fund selection, fund-to-fund transfer functionality, dynamic reporting, and complete transparency, all at no fee.
Advisers can also private label the product.
“The Managed Models platform has been designed to be a complete solution for plan advisors bringing an asset allocation strategy to their clients’ plan lineups,” said Tom Gonnella, senior vice president of Corporate Development for Lincoln Trust Company, in a press release. “Whether they employ a tactical or strategic approach, these professionals will have easy access to virtually the entire universe of mutual funds, including ETFs and alternative investment funds.”A full demonstration of Managed Models solution is available here.