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Products May 24, 2011
Lincoln Rolls out Managed Models Product
May 24, 2011 (PLANSPONSOR.com) - Lincoln Trust Company has introduced “Managed Models,” a customized portfolio product designed specifically for the retirement industry.
Reported by Rebecca Moore
Managed Models provides investment advisers the ability to create customized risk or age-based asset allocation portfolios that are not limited to a retirement plan’s core investment lineup. The new Lincoln Trust product provides unconstrained fund selection, fund-to-fund transfer functionality, dynamic reporting, and complete transparency, all at no fee.
Advisers can also private label the product.
“The Managed Models platform has been designed to be a complete solution for plan advisors bringing an asset allocation strategy to their clients’ plan lineups,” said Tom Gonnella, senior vice president of Corporate Development for Lincoln Trust Company, in a press release. “Whether they employ a tactical or strategic approach, these professionals will have easy access to virtually the entire universe of mutual funds, including ETFs and alternative investment funds.”
A full demonstration of Managed Models solution is available here.« A Third of Companies Don’t Have Management Succession Plans