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.