Congratulations to Granite Group Advisors for recently being selected by Worth Magazine as a 2014 Leading Wealth Advisor. Granite Group partners with Mid Atlantic to utilize ModelxChange® for 401(k) plan management.
Below is a link to a published Worth article written by Granite Group’s Lyle B. Himebaugh III, Managing Partner, and Richard C. Zipkis, Chief Investment Officer and Partner:
Mid Atlantic is pleased to announce its new business partnership with Financial Consulting Group. Established in 1996 and headquartered in Germantown, Tennessee, FCG serves professional practices, private businesses, individuals, and the banking community. Led by its co-founders and partners Dennis Plyler and Lloyd Crawford, FCG offers retirement planning and consulting, deferred compensation and executive benefits programs, investment fiduciary consulting services, community bank services, and individual financial planning.
“Our strength is the fact that our firm and personnel [all have] a lot of experience in the retirement plan area, from . . . a legal, accounting, and investment perspective,” says Plyler. “So we bring pretty much a turn-key approach to retirement plans.”
In addition to being staffed with seasoned financial professionals, Plyler credits FCG’s lower fee structure in helping attract and retain clients. “They know we’ll bring value at a good cost,” he says.
Due to the acquisition of its previous broker-dealer, FCG decided to seek out a new broker-dealer better able to understand and support its practice. It was quickly determined that Mid Atlantic’s expertise in the retirement planning field offered the most practical solutions and is what primarily led FCG to come aboard. FCG will function mainly as 401(k), ESOP, and KSOP consultants and conduct 3(21) consulting business through MAFM.
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 email@example.com or (412) 391-7077, ext. 390 with any additional questions.
Mid Atlantic is pleased to announce the recent addition of three model strategists available to the clients of Mid Atlantic Capital Corporation’s registered representatives via Mid Atlantic Financial Management’s ModelxChange® Managers Program.
Alpha Investment Management, based in Cincinnati, Ohio, offers investment strategies to conservative investors seeking positive returns year after year. The firm manages money using asset allocation strategies based on long-term seasonal factors that take into account the cause of certain structural recurring patterns that historically have had a strong influence on the stock market. (www.alphaim.net)
iSectors®, an SEC-registered investment adviser in Appleton, Wisconsin, provides a comprehensive suite of proprietary exchange traded fund (“ETF”)-based asset allocation models and services. The firm’s array of model strategies, services, and support empowers advisors with the ability to create and maintain unique investment solutions tailored to each client’s individual investment goals and risk tolerance. (www.isectors.com)
ITS Asset Management, an SEC-registered investment adviser in Washington, Pennsylvania, provides professional portfolio management services to investors seeking a disciplined and active approach for their investments through a network of independent financial professionals. ITS strives to help clients realize long-term compounding returns while also protecting against what firm considers to be the three greatest threats to client assets: inflation, cyclical losses, and emotions. (www.itsassetmanagement.com)
If you have any questions, please contact John Hufnagel at firstname.lastname@example.org or (412) 391-7077, ext. 390.
Paychex, Inc., one of the nation’s leading providers of 401(k) recordkeeping services for America’s businesses, recently announced the addition of Mid Atlantic Trust Company’s ModelxChange® web-based model portfolios for retirement services clients. Click here for more details.
Congratulations are in order to one of Mid Atlantic Trust Company’s Third Party Administration and Record Keeping partners, July Business Services, Inc. for receiving certification from the Center for Fiduciary Excellence (CEFEX) for both plan administration and record keeping. The receipt of these two certifications is surely an accomplishment and well deserved. Congratulations July Business Services, keep up the great work!
April 2012 – Jeffrey S. Fishman of JSF Financial is a Mid Atlantic advisor recently featured in Financial Planning magazine. He is pictured here on the cover with his client, actor Jeremy Sisto.
Minneapolis – February 1, 2012
Agency Trading Group (ATG) was recently awarded Institutional Investor Magazine’s number three ranking for execution quality amongst 677 U.S. brokerage firms. ATG provides trade execution and research services to institutional investors via a tri-party broker-dealer relationship with Mid Atlantic Capital. LEARN MORE >>