ModelxChange Managers Program (MMP) is a separate-account manager platform designed to help Mid Atlantic advisors provide sophisticated, yet cost effective, portfolio management solutions to their clients. MMP utilizes Mid Atlantic Trust Company’s proprietary ModelxChange® technology enabling third-party managers the ability to offer ETF and Mutual Fund based model portfolios in an extremely efficient and cost effective way.
- Access to an extremely cost effective and efficient approach to third-party managed account strategies
- Account minimums as low as $25,000*
- Ability to create customized portfolios utilizing some of the nation’s leading model-based third party money managers
- Flexible online access to manager fact-sheets
- Access to over 30 third party managers representing more than 150 different model strategies including MPT, Quantitative, and Tactical approaches
- Ability to customize portfolio holdings by excluding certain ETF’s or Mutual Funds
- Quarterly performance reporting
Mid Atlantic is pleased to announce the addition of two new managers to the MMP line-up: Horizon Investments of Charlotte, NC and Alpha Investment Management of Cincinatti, OH. Mid Atlantic Plans to include additional managers throughout the coming year.
* – Some managers may impose account minimums at an amount higher than $25,000