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.
Mid Atlantic would like to welcome Kerns Capital Management to our family.
Kerns Capital Management is headquartered in Houston, Texas and was founded in 1996 to provide fiduciary investment services to 401(k) retirement plan sponsors, including oversight, and investment management. The firm’s attention to prudence and its appreciation for the wealth devastation of bear markets has guided its evolution in the development of product designed to help investors grow and protect wealth. Today, KCM provides investment management and advisory services to mutual funds, hedge funds, high-net worth individuals and corporate retirement plans. KCM utilizes “intelligent” Smart Glide retirement target date strategies that are adjusted periodically and managed “To Retirement,” which is a glide path targeting the retirement date as the point where the portfolio risk is at its lowest at the end of a plan participant’s Wealth Accumulation Stage where participants are entering the Distribution Stage.
We are happy to welcome GeaSphere Advisors to the Mid Atlantic family.
Based in Cranston, Rhode Island, GeaSphere Advisors is an independent and privately owned registered investment advisory firm providing comprehensive investment research and analysis, professional money management for financial advisors and individuals, and long term financial and income planning to individuals and corporations. GeaSphere builds investment portfolios using its proprietary research philosophy called the GeaSphere Analysis System. This is a three-part system in which the first two parts are based in the research of a company’s free cash flow (current and historical) and the third part is based on a company’s price action as a gauge of investor sentiment. The GeaSphere system’s main goal is to buy securities priced at a discount to the historical relationship of the company’s Price to Free Cash Flow, which allows for determining the current buy price and future sell price based on the same relationship. All of the firm’s model portfolios use its own exclusive methods and historical data base as the basis for portfolio construction and management.
Vertical Management Systems, Inc. (VMS) announced today that Mid Atlantic Trust Company (MATC) will be added to its list of advisors and third party administrators as a trading destination and custody provider.
This access to MATC’s wide array of funds, ETFs, and advanced tools such as ModelxChange™ offers plan sponsors, advisors, and TPAs who utilize Retirement Revolution a variety of investment options to best service their plans.
Please click here to see the official press release for more information.
MetLife announced today the new addition of Wilmington Trust’s MetLife Stable Value Solutions Fund to Mid Atlantic Trust Company’s ModelxChange® platform. MetLife Stable Value Solutions Fund will be the first stable value option available for ModelxChange®, one of the original platforms of its kind that enables 401(k) professionals to incorporate investment models into a retirement plan through a single interface.
Please click here to read the official press release for additional information.
We are pleased to welcome Gaudreau Wealth New England to the Mid Atlantic family. The firm is a multi-line insurance and financial services agency established in 1921 and based out of Wilbraham, MA. It is now structured as a result of a merger between the Gaudreau Group’s financial division and Wealth New England Insurance & Financial Planning Group.
Gaudreau Wealth New England is currently one of the largest independent insurance offices in the New England region and headed by Jules Gaudreau, President of the National Association of Insurance and Financial Advisors (NAIFA). Jules also acts as a Director for the wealth management firm. Meanwhile, Danny Kates (MACC/MAFM) heads the registered investment advisor team and is joined by colleagues Mark Zacek (MACC) and Alan Stearley (MACC).
Geaudreau Wealth New England primarily focuses on qualified plans and high net worth clients. The firm is looking to increase its wealth management customers through Mid Atlantic Trust Company’s platform in addition to its own customized programs designed to grow, protect, and conserve client wealth.
We are pleased to announce that Vertical Management Systems, Inc. (VMS), one of the nation’s leading providers of data, financial networking, and account aggregation technology, has added Mid Atlantic Capital Group to its client roster. Mid Atlantic will be utilizing VMS’ full suite of data services as a joint offering to assist our valued business partners with achieving their critical business goals.
VMS’ data solution Specialized Information Services currently services a number of Fortune 500 financial service firms. These companies depend on VMS for accurate and timely information across a spectrum of mutual fund and ETF data.
“We are very pleased about our new partnership with VMS,” said Tim Friday, Mid Atlantic Institutional Group CEO. “The implementation of VMS’ data solution will help us serve our clients more strategically through improved timing and cleanliness of mutual fund data for both current and future product offerings. Their automation and relationships with the funds families dramatically help improve the process.”
“Mid Atlantic is recognized for their entrepreneurial culture and a fantastic client focused reputation. We are looking forward to a very successful partnership in the current product footprint and future product endeavors” noted Robert Ward, Chief Revenue Officer of VMS.
We are pleased to announce that Hoyer Insurance & Financial Services has joined Mid Atlantic Capital Group. Based out of Ten Sleep, Wyoming, Glenn Hoyer is a sole practitioner with 28 years of experience as a registered investment advisor and had previously worked as a rep for First Allied Securities. Hoyer is registered with both MACC and MAFM and will be managing 401(k) plans and retail accounts.
Glenn was introduced to Mid Atlantic by Greg Bakke of Expand Financial and the two have worked closely together on some qualified plans.
We welcome Hoyer Insurance & Financial Services to the Mid Atlantic family!
Howard Capital Management, Inc. (Howard CM), an SEC-Registered Investment Advisory firm, provides money management services for private clients, brokers, broker-dealers, and hedge funds. The vision for Howard CM originated during the 1987 stock market crash. With the opinion that incurring financially devastating losses due to market volatility is unnecessary, the firm initiated a plan to create a company with the main objective being to protect capital during market downturns. After years of research, Howard CM developed a disciplined, systematic, and non-emotional method of investing designed to protect client assets during market declines. In 2000-2002 as the market dropped, the firm reduced its clients’ exposure to stocks through its systematic method. In 2008, Howard CM’s proprietary intermediate term indicator, the HCM-BuyLine®, again gave the company the signal to exit the stock market. Consequently, the firm moved to the safety of the sidelines during much of the decline. Offering professional money management since 1999, Howard CM has developed into an experienced money management firm with a proven track record. As the firm continues to grow, it looks forward to using its systematic approach to assist with investment goals.
Compiled by Brian Lenz
Symmetry Partners LLC is an investment advisory firm registered with the Securities and Exchange Commission. Sidestepping traditional investment approaches and looking instead to academia for investment insight, Glastonbury-based investment manager Symmetry Partners has built a thriving business providing portfolio management to individuals, retirement plans, and institutions. The firm has steadily attracted attention and assets since its founding in 1994 by partnering with independent financial advisors looking for a client-focused, fee-based approach. Symmetry’s focus on helping investors optimize return potential while mitigating risk has attracted advisors across the country who outsource investment management and back-end support functions to Symmetry. The firm specializes in offering marketing, branding, technological, and operational support to advisors to help them gain visibility in their marketplace, increase efficiency, and maximize productivity so that they can effectively grow their businesses.
Compiled by Brian Lenz