In the Spotlight: DRL Group and The Houston Livestock Show and Rodeo™

Recently, Mid Atlantic reached out to one of our newest registered representatives, David Loesch with the DRL Group, to learn more about his involvement with The Houston Livestock Show and Rodeo™. Mid Atlantic always likes to share with its family how our business partners go above and beyond their daily business to have a positive effect on the community.

The Houston Livestock Show™ has promoted the breeding and marketing of the livestock industry in the Texas Gulf Coast region. David Loesch got involved in 1997 because he wanted to give back to the community and in particular to the youth: “This Rodeo is much more than just a Rodeo, it is a vehicle for young people to shape their future.”

Each year, the Houston Livestock Show™ draws thousands of Texas 4-H and FFA exhibitors to compete. Each exhibitor works several months to prepare. Participants are between the ages of 9 and 18, are Texas residents and are members of a Texas 4-H Club or FFA Chapter.  More than 750 scholarships are awarded. 1st place winners can be awarded as much as $36,000!

Mr. Loesch commented: “As you know, Texas is a large state! Last year only 330 animals made it to the judging. There is a lesson in the disappointment as well. The young people are involved in raising these animals. It teaches them discipline, respect, and commitment.”

A week-long celebration leading up to opening day of the Rodeo began on February 20. The rodeo itself will run from Feb. 27 – March 18, 2018. It is an impressive operation to say the least. Mr. Loesch hopes that the team at Mid Atlantic will get the opportunity to come and enjoy this experience!

Take a look for yourself:
About the DRL Group:

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.

Mid Atlantic Welcomes Crescent Wealth Partners

Mid Atlantic is pleased to welcome Crescent Wealth Partners, our newest addition to the Mid Atlantic family. Crescent is a former Ameriprise Group based out of Sarasota, Florida. The Crescent team consists of two partners, Brent Hillerich and Brian Grogan, in addition to associate producer Jared Burke and their staff members Erin Bewley and Claudia Woods. Crescent primarily focuses on investment management, retirement planning strategies, and charitable giving.

Mid Atlantic Welcomes The DRL Group

Mid Atlantic is excited to officially welcome one of our newest business partners The DRL Group to our family.  Based in Katy, Texas, The DRL Group is comprised of brothers David and Darrin Loesch and five staff members who handle all operational functions and trading.

The firm specializes exclusively in the bond market, thus taking a “Masters of One” approach to financial services as opposed to a more general “Jack-of-All-Trades” philosophy.  As such, The DRL Group is solely focused on providing tax-free income products and managing tax-deferred accounts (IRAs and SEPs) through utilizing high quality municipal and corporate bonds.  For more than 20 years, The DRL Group has been serving top tax-bracket clients in their quest to reduce taxes, generate a stable income stream, and help to protect their principal investment value.

Mesirow Fiduciary Services now available on Mid Atlantic Trust Company’s FiduciaryXChange

Mesirow Financial Investment Management (MFIM) and Mid Atlantic Trust Company (MATC) are partnering together to make available MFIM’s 3(21) and 3(38) Fiduciary Partnership services through MATC’s FiduciaryXChange level-compensation platform.  Recordkeepers and broker-dealers seeking level compensation solutions for retirement plans will be able to utilize MFIM’s outsourced, integrated fiduciary services.

Client plans, advisors, and broker-dealers will receive fiduciary protection and direct, ongoing communications from MFIM for 3(21) and 3(38) services through this arrangement.  Meanwhile, broker-dealers and advisors will receive extensive compliance and reporting deliverables, including the status of fiduciary coverage for all plans within a retirement book of business, in addition to actions being taken to remedy client plans in jeopardy of losing fiduciary coverage.

Mid Atlantic Welcomes Smith Financial Group

We are pleased to welcome the Smith Financial Group to the Mid Atlantic family.  Located in Dallas, Texas, Smith Financial is a father/son practice consisting of Richard and Chris Smith, along with assistant Mary Ellen Smith.  Richard has been in the industry for 36 years, while Chris has been in for 24 years.  Smith Financial has built its business providing clients with corporate and municipal bonds.

Mid Atlantic Welcomes BlueStar

Mid Atlantic is happy to bring on board its newest business partner:

BlueStar Retirement Services has a singular focus of making retirement plans simple and effective for employers and advisers.  The company services a variety of retirement plan types and is a national specialist in Multiple Employer Plans.  By utilizing an open architecture platform, BlueStar provides plan access to a nearly limitless menu of investment options.  And as an integrated recordkeeper and Third Party Administrator (TPA), BlueStar delivers the most efficient and effective model for servicing them.  BlueStar was founded in 1997 and is based in Ponte Vedra Beach, Florida.

Mid Atlantic Welcomes Model Managers Glovista, GeaSphere, and Epic Trust

Mid Atlantic is pleased to welcome the following ModelxChange™ managers to its 401(k) ModelxChange™ platform:

Glovista Investments is an advisory firm formed by seasoned finance professionals with decades of market experience spanning many geographic regions and products.  The firm seeks to provide investment management services to both institutional and high net worth clients, including state and municipal pension funds, endowments, RIAs, family offices, and high net worth individuals.  Glovista’s core values are integrity, independence, innovation, and intellectual commitment and is committed to creating value for its customers, employees, and shareholders.

GeaSphere Advisors in Cranston and Warwick, Rhode Island, is an independent advisory firm that recognizes the importance of its fiduciary responsibility to provide clients with prudent investment management and unbiased advice.  The GeaSphere proprietary research study and technical methodology is the first step to its portfolio construction and management of its model portfolios.  The firm’s portfolio construction begins with its 60 year empirical research study and investing philosophy rooted in the relationship of free cash flow to the stock price.  GeaSphere’s rules-based diversification method alongside the proprietary stock valuation philosophy gives its investors uncompromising value for true piece of mind investing.

Epic Trust Advisors is an independent financial services firm serving clients throughout Washington state.  It primarily helps individuals create retirement strategies using a variety of investment and insurance products customized to their personal needs and objectives.  The firm has developed its business by reaching out, nurturing, and maintaining close, trusting relationships with each client.  Epic’s mission is to simplify the finances of its clients and help them to enjoy the people and causes in their lives that matter more to them than their money.

Mid Atlantic Welcomes Gebhardt Financial Group

We are pleased to welcome Gebhardt Financial Group to the Mid Atlantic family.  Gebhardt is a wealth management firm based out of Sugarcreek, Ohio.  The rep group consists of Phil Gebhardt and junior advisor Brooks Numbers, both of whom are affiliated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management.  Phil was formerly with LPL for 15 years as a financial advisor and an OSJ Branch Manager/Registered Principal.

Gebhardt will be managing its assets through Mid Atlantic via direct business, brokerage, and fee-based accounts.  The firm will also be creating models through ModelxChange for its accounts, in addition to conducting general wealth management for individuals and overseeing qualified plans.

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