Advisors and Plan sponsors: If your record keeper partners with Mid Atlantic, our models can easily be added as investment options for your Plan in the form of a unitized fund. Mid Atlantic Trust Company’s ModelxChange platform provides for the seamless integration of our ETF investment strategies into 401k Plans.
Paychex, Ascensus, Aspire are just a few of the many record keepers with an existing relationship with Mid Atlantic Capital Group. See full MATC’s List of Record Keeper Partners. To obtain fact sheets or research our models navigate to Research>Public ModelxChange Research page on MATC’s site. Or, request information about the Endowment Target Risk ETF Models, using the sign up box below.
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1. Utilizes the Endowment Investment Philosophy: The models use the Endowment Investment Philosophy which integrates a third major asset class (Alternatives/Risk Managed) with a historical two-dimensional Global Equity and Global Fixed Income portfolio seeking to deliver improved risk-adjusted returns while reducing overall portfolio volatility to help clients and plan participants remain committed to their long term investment goals and create sustainable wealth
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