Lincoln Rolls out Managed Models Product

May 24, 2011 ( - Lincoln Trust Company has introduced “Managed Models,” a customized portfolio product designed specifically for the retirement industry.

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.