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Mid Atlantic adds two new managers to the ModelxChange Managers Program

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.

Program features:

  • 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

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