Mesirow Financial's Investment Strategies group has launched a series of model portfolios on the Mid Atlantic Trust Company ModelxChange platform.
Mid Atlantic services plan sponsors and advisors in the open architecture and third-party administrator marketplace. By using the ModelxChange platform, Mesirow will be able to take advantage of cutting-edge technology to provide more efficient 3(38) investment manager fiduciary services to plan sponsors.
Mesirow Financial designed the portfolio suite for both fee-based and commission-based advisors and offers three levels of 12b-1 payouts.
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The portfolios include exposure to exchange-traded funds (ETF) and mutual fund investment options, and will allow advisors and plan sponsors the flexibility to offer strategies that are based on mutual funds, passive ETFs or both active and passive ETFs. In addition, the portfolio sets will include both target-date and risk-based options.
"We are thrilled to add Mesirow Financial to our growing list of quality third-party managers. Our plan clients appreciate the ability to share their fiduciary burden while streamlining their investment processes at the same time," said Tim Friday, Mid Atlantic's Group CEO and trust company president.
The Investment Strategies team at Mesirow Financial is an independent, third-party consultant that provides robust asset allocation strategies and manager selection to defined contribution providers, broker/dealers, registered investment advisors, insurance companies and mutual fund companies.
Mid Atlantic Trust Company is an independent expert in trust and custody solutions for retirement plans and high net worth accounts.
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