Mid Atlantic is pleased to announce two new full service ModelxChange® partners:
Fort Pitt Capital Group, an independent SEC-registered investment advisor in Pittsburgh, Pennsylvania, provides trusted, strategic investment, and wealth management solutions to both individuals and institutions. Its Asset Allocation Strategy is a strategic risk-based investment management approach implemented through a multi-manager portfolio. Fort Pitt’s investment philosophy is based on the belief that risk premiums are the primary return drivers of diversified multi-asset portfolios. The investment process consists of a three level approach to portfolio construction: Asset Allocation, Investment Structure, and Investment Selection.
Hightower|Scottsdale, a registered investment advisor in Scottsdale Arizona, is the sub-advisor to the five LDintelligence™ (LDi) targeted return portfolios: LDi3™, LDi5™, LDi7™, LDi9™, and LDi11™. Its portfolio construction is augmented with a provocatively disruptive retirement readiness solution known as the LDintelligence Managed account Plan Participant system, LDi-MaPPs™. The Liability Derived intelligence™ portfolios consist of five asset/liability modeled, target return portfolios aimed to achieve each client’s growth and/or cash flow needs while proportionately reducing their downside risk exposure.
Please contact John Hufnagel at firstname.lastname@example.org or (412) 391-7077, ext. 390 with any additional questions.