Mid Atlantic Trust Company Delivers Managed Models to the 401(k) Marketplace

Mid Atlantic announces the expansion of ModelxChange®, launching ModelxChange Gallery to provide 401(k) professionals with access to mutual fund and ETF portfolio construction and management from global asset managers. Models from BlackRock, Franklin Templeton, Federated Hermes and Janus Henderson are part of the initial launch, with more partners to be added soon.

“For advisors who do not wish to act in a 3(38) fiduciary capacity, ModelxChange Gallery is perfect! The asset manager simply provides Mid Atlantic Financial Management (MAFM) — a registered investment advisor and affiliate of MATC — the intellectual capital, allocation, and rebalancing instructions.”

Press Release

Mid Atlantic’s Weekly Market Summary



Welcome to the Weekly Market Summary:
Recently we’ve launched the Mid Atlantic Weekly Market Summary to provide our clients with a quick review of the market across Equities, Fixed Income and Macroeconomic Data. Our goal is to gather the critical data points from the markets as we kick off another week and to keep it as brief as possible. We hope having these insights top of mind will help you navigate the week ahead.

Market Data as of Week Ending 04/24/2020 unless noted otherwise.

Stock prices generally declined for the week as investors consider the impact of continued weakness in near term demand for many goods and services. The price of oil was an area under considerable pressure, as the price of West Texas Intermediate crude oil slumped to historic levels. Small and medium sized businesses outperformed their larger counterparts which may indicate early signs of investor optimism toward the recovery. Developed foreign stocks in Europe and Asia also declined for the week and Emerging Market stocks lagged developed foreign markets.

U.S. Treasury yields narrowly decreased as demand in the treasury market remains high across a diverse group of investors. Below investment grade corporate bonds declined last week despite strong demand for new issuance. Investment grade corporate bonds are yielding just under 3% and high yield corporate bonds are yielding more than 8%.

Jobless claims rose 4.4 million last week, bringing the total to more than 25 million Americans who have filed initial claims for unemployment insurance since the COVID-19 crisis began. Other U.S. economic data such as existing home sales, manufacturing, services, and durable goods orders recorded significant declines for the month of March. On a positive note, the House of Representatives overwhelmingly passed a $484 billion spending bill to provide additional loans to small businesses and funding for coronavirus testing and hospitals.


Mid Atlantic welcomes First Affiliated of the Chautauqua Region

Mid Atlantic Capital Group is pleased to welcome First Affiliated of the Chautauqua Region, LLC.

First Affiliated of the Chautauqua Region, LLC is headed by Dan Hocking and Joe Cerrie.  Mr. Hocking and Mr. Cerrie have amassed 24 and 17 years of investment experience respectively. The group has had a relationship with Mid Atlantic for the past ten years utilizing one of the professional money managers on Mid Atlantic’s platform for their high net worth clients. First Affiliated of the Chautauqua Region, LLC employs a wide range of investment vehicles and services to provide experienced wealth management out of their office in Jamestown, New York.

First Affiliated of the Chautauqua Region, LLC is not a registered entity or a subsidiary or control affiliate of Mid Atlantic Capital Corporation or Mid Atlantic Financial Management, Inc.

Mid Atlantic is Proud to Introduce: 401(k) Composite Benchmark Report 

Mid Atlantic is Proud to Introduce our 401(k) Composite Benchmark Report: Press Release

Available at no charge to current customers, the Mid Atlantic Trust Company’s 401(k) Composite Benchmark provides in-depth analysis of investment data from over 28,000 401(k) plans. The tool, which shows rankings across a wide range of plan sizes, industries and participant risk tolerance levels, empowers those responsible for the financial well-being of others to have access to an objective measurement of their own plan’s performance.

We have included a sample report here for your review

To sign up to receive this report on a quarterly basis please email marketing.





Mid Atlantic Completes Major Strategic Transaction with Parthenon Capital Partners and Waterfall Asset Management

Mid Atlantic Completes Major Strategic Transaction with Parthenon Capital Partners and Waterfall Asset Management

  • Mid Atlantic to invest further in client-centric tools, technology, and services
  • Mid Atlantic to continue to expand product and service offering
  • Newly formed holding company to pursue strategic acquisitions

MACG Press Release




Mid Atlantic Congratulates Everhart Advisors!

Everhart Advisors was recently named 2018 PLANSPONSOR Retirement Plan Adviser of the Year.

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Mid Atlantic Capital Group recognizes the uniqueness of financial advisors and the many business models that exists. That is why we listen, collaborate, and develop customized solutions for our business partners. We provide the structure, tools, and support that fits your model, enabling you to successfully grow your business.

To learn more about the ways Mid Atlantic can help you simplify your practice, contact John Wight at 800-693-7800 and


Helping in the Fight to Eradicate Hunger in America

Mid Atlantic employees collect 4,257 items! 

Last week, Mid Atlantic, in conjunction with loyal business partner Derek Fiorenza and his non-profit organization Fiorenza’s Food for Friends (F4), hosted its 3rd Annual Food Drive..

Staff were organized into three separate teams which enthusiastically came together to donate items such as canned tuna, canned fruit, beans, grains, pasta, and personal hygiene products.  We saw a steady flow of donations up until the last day of the challenge, which is when things really heated up!  Team members were racing out in a last minute push to win.

We are thrilled to report that Mid Atlantic employees raised a total of 4,257 items for our friends at the Oakland CHS Food Pantry. We are truly grateful to everyone involved for making the Mid Atlantic’s 3rd Annual Food Drive its most successful yet!

Mid Atlantic is pleased to welcome kPlans Investment Services

Mid Atlantic is pleased to welcome kPlans Investment Services as a new business partner. kPlans Investment Services (formerly Kravitz Investment Services) brings its Cash Balance Investment Expertise to Mid Atlantic advisors through the ModelxChange® program.

What will this mean for Mid Atlantic advisors? kPlans has just made it easier for Mid Atlantic advisors to manage their cash balance business by providing a turn-key solution from actuarial to investments. kPlans has structured three risk-based strategies using an absolute return style of management, which includes as many as thirty separate asset management firms across thirty separate asset classes. This option is branded under the Mid Atlantic ModelxChange® program name: First Water Cash Balance Plan Series.

For additional information, please call: 800-693-7800

Mid Atlantic Welcomes Riverstone Wealth Management

Mid Atlantic is pleased to welcome Riverstone Wealth Management to its family.  Headquartered in Pittsburgh, Pennsylvania, Riverstone’s primary focus is on wealth and estate management.  The firm is comprised of two primary registered reps Wes Creese and Josiah Hoffman; one registered assistant Kim Arnold; and their office administrator Danica Creese.  Wes is a CPA providing tax planning strategies.  The group also works in the qualified plan space with several 401(k) plans on the books.