MATC Adds Money Managers to 401(k) Platform

November 14, 2012 ( Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.

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 ManagementCincinnati, Ohio;
  • Appleton Group Wealth ManagementAppleton, Wisconsin;
  • Aurum Wealth Management GroupMayfield Village, Ohio;
  • Brinker CapitalBerwyn, Pennsylvania;
  • Efficient Market AdvisorsDel Mar, California;
  • G.L. Smith & AssociatesHuntsville, Alabama;
  • Genworth Financial Wealth ManagementPleasant Hill, California;
  • Globalt InvestmentsAtlanta, Georgia;
  • Granite Group AdvisorsWilton, Connecticut;
  • Highland Capital ManagementMemphis, Tennessee;
  • iSectorsAppleton, Wisconsin;
  • Lunt Capital ManagementSalt Lake City, Utah;
  • Meeder FinancialDublin, Ohio;
  • Mesirow FinancialChicago, Illinois;
  • OBS Financial ServicesWhitehouse, Ohio;
  • PGR SolutionsCampbell, California;
  • Provident Capital ManagementCarmel, Indiana;
  • Prudent Investor AdvisorsArcata, California;
  • Sage Advisory ServicesAustin, Texas;
  • Stadion Money ManagementWatkinsville, Georgia;
  • Sterling Global StrategiesCarlsbad, 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