Solutions

Third Party Fee Based Asset Management Platforms

Whether you are associated with Mid Atlantic’s registered investment advisor, or you operate your own RIA, we offer you turnkey platforms utilizing the best available money managers and reporting technology to suit your business requirements.

Mid Atlantic Portfolio Solutions (MAPS)

MAPS is a proprietary Mid Atlantic separate-account “wrap” manager platform that our firm has offered for over 20 years which is a complement to the National Financial Services LLC Separate Account Solutions (SAS) platform that also is available to our investment professionals.Starting in 1984, Mid Atlantic was among the first firms to broadly encourage fee-based, institutional-quality, private managed portfolio services for high net worth clients. You can see this extensive experience reflected in our MAPS program.

MAPS is a program customized for your high net worth clients’ personal portfolios or retirement plans. Based on data you gather from your client, MAPS helps you create a customized portfolio with professional portfolio management by some of the nation’s leading private money managers.

We directly maintain relationships with dozens of premier institutional investment managers, allowing you to selectively allocate portfolio segments to the appropriate specialists.

The platform offers the following features:

  • Institutional quality, customized proposals can be generated from an easy-to-follow brief proposal questionnaire
  • Enables you to create a customized portfolio utilizing some of the nation’s leading private money managers
  • Flexible online access to manager profiles
  • Access to over 50 separate account managers representing more than 120 investment styles and disciplines, ranging from niche boutique to large institutional managers
  • Ability to customize portfolio holdings by excluding certain stocks or classes of stocks
  • Quarterly performance reporting powered by AdvisorSightTM and customized by Mid Atlantic

In addition, we monitor and analyze ongoing actions and results of the managers that are utilized. The goal of this ongoing process is to find “the best of the best” — managers who are both standouts and consistent in their results.

Separate Account Solutions (SAS)

SAS is a comprehensive, integrated, easy-to-use, separate manager account platform that Mid Atlantic offers in conjunction with National Financial & Envestnet and as a complement to our own proprietary separate managed account program (MAPS).The platform operates within the web-based Streetscape® desktop workstation, and offers the following features:

  • Client-friendly, private-labeled proposals from an easy to use, five-step proposal generator
  • Flexible online access to manager profiles, research and screening
  • Access to over 200 separate account managers representing more than 850 investment disciplines
  • Access to institutional managers at reasonable minimums which otherwise could be $25 million or more
  • Automated back-office functions including capital gain/(loss) harvesting
  • Ability to customize portfolio holdings by excluding certain stocks or classes of stocks
  • Custom quarterly performance reporting

ManagerxChange℠

ManagerxChange℠ is a separate-account manager platform designed to help Mid Atlantic advisors provide sophisticated, yet cost effective, portfolio management solutions to their clients. ManagerxChange℠ 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.The program is well suited for your individual client’s personal portfolios. Based on data you gather from your client, ManagerxChange℠ enables you to create a customized portfolio with professional third-party portfolio management performed by some of the nation’s leading model-based private money managers. We maintain direct relationships with dozens of premier investment managers, allowing you to selectively allocate portfolio segments to the appropriate specialists.

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 60 third party managers representing more than 500 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’s internal Product Management Group monitors and analyzes ongoing actions and results of the managers utilized in ManagerxChange℠. The goal of this ongoing process is to help you identify “best in class” managers for your client portfolios.

* – Some managers may impose account minimums at an amount higher than $25,000

Mid Atlantic Fund Strategies (MAFS)

MAFS is a mutual-fund “wrap” program that offers five distinct multi-asset, multi-manager investment strategies. Ideally sized for the entry level to middle market, but offering institutional quality management, it provides many of the benefits of management by leading money managers.Among your choices available for managed mutual fund strategies is Frank Russell Investment Management Company, a subsidiary of the Frank Russell Company. Frank Russell is responsible for the manager search, selection, and maintenance as well as assembling the funds-of-funds that are the foundation of the Russell powered MAFS program. Frank Russell Company is one of the world’s leading asset consulting and investment management firms, providing investment advice, analytical tools, and funds to institutional and individual investors in more than 20 countries.

Clients receive regular comprehensive monthly statements. You are provided with a quarterly report — with detailed analysis of the fund sub-advisors and styles, plus a performance analysis and asset-allocation measurement — to review with your clients. As with MAPS, Mid Atlantic administration handles all of the back-office details for you.

Discretionary Account Management Fees:

With Mid Atlantic Financial Network, third party management program fees may be arranged in a variety of ways, regardless of which type of discretionary account management program you choose. Accounts may be structured on a comprehensive fee basis, including management fees, consulting fees, custody, trading and reporting; or these services may be compensated separately.

Choose from hundreds of strategies and managers for your clients who prefer to own individual securities, or opt for managed mutual fund or ETF programs.