Stadion Managed Accounts

Goal: Deliver satisfying returns with less volatility

Underlying Holdings: ETFs, cash/cash equivalents

Capabilities:

Stadion has more than 100,000 retirement accounts and is the fifth-largest provider of 401(k) managed accounts.1

Stadion’s money managers actively manage the 401(k) accounts for more than 100,000 individuals, making disciplined investment decisions based on what’s happening in the market. Our proprietary approach is designed to deliver satisfying returns while aiming to minimize losses—with the goal of helping employees prepare financially for retirement.

The Stadion Managed Account portfolios consist of three key components: core equity, “Flex” and core fixed income. They always maintain some level of market exposure while a portion—Flex—adjusts in response to market risk levels. Seeking to protect investors’ assets as they approach retirement, we move accounts into increasingly conservative portfolios over time. All markets rise and fall, which is why managing risk is the key to Stadion’s defensive money management. 

The illustration below compares a traditional balanced portfolio, using a static asset allocation strategy, with the Stadion Balanced Portfolio which utilizes a dynamic asset allocation strategy.


The allocated percentages are approximate, may change based on market conditions, and may vary based on retirement plan provider.

*Low-Risk Environment and High-Risk Environment refer to risk levels in equity markets as determined by Stadion's model.

Managed Accounts

Photo of Brad Thompson, CFA

Brad Thompson, CFA,

Chief Investment Officer, Investment Committee member

  • 20 years as a Portfolio Manager
  • 29 years trading experience

Brad Thompson joined Stadion in 2006, bringing 20+ years of financial analysis, investment management, and fund management experience with him to Stadion, where he manages the Stadion Portfolio Management team. Prior to joining Stadion, Brad served as the Chief Investment Officer and Chief Financial Analyst for Global Capital Advisors. Brad has a Bachelor of Business Administration Degree in Finance from the University of Georgia, and also holds the Chartered Financial Analyst designation. Brad is a member of the CFA Institute and the Bermuda Society of Financial Analysts and also holds the Chartered Retirement Plan Specialist Designation. Brad has served on the board of the Executive Leadership Council for the American Cancer Society and on the Board of Trustees for the University of Georgia Terry College of Business Student Managed Investment Fund. Brad enjoys watching UGA football and spending time with his family.

Photo of Will McGough, CFA

Will McGough, CFA,

Senior Vice President, Portfolio Manager

  • 5 years as a Portfolio Manager
  • 13 years as a Portfolio Analyst

Will McGough joined Stadion Money Management in 2003. He leads the implementation of model-driven investment decisions and investment/market analysis to fulfill Stadion's investment products’ mandates. Will also helps guide the development of systems and processes critical to achieving scalable growth. A key interface with Stadion's institutional partners, Will is responsible for Stadion's best execution efforts and has played a pivotal role in managing Stadion's operational on-boarding of new products and the Portfolio Management team's launch or integration of them. Will received his BBA in Finance from the University of Georgia and also holds the Chartered Financial Analyst designation. Will is a member of the CFA Institute, the CFA Society of Atlanta, the American Association of Professional Technical Analysts, National Association of Active Investment Managers, the UGA Alumni Association and National Eagle Scout Association. Outside of the office, Will and his wife Casey lead an active community life and stay busy keeping up with their two young daughters and a houseful of dogs.

Photo of Clayton Fresk, CFA

Clayton Fresk, CFA,

Portfolio Manager

  • 3 years as a Portfolio Manager
  • 10 years trading experience

Clayton is a portfolio manager on several of Stadion’s portfolios, including the Alternative Income portfolio. He is responsible for managing the fixed income and cash allocations across Stadion’s suite of products. He conducts in-depth model, market, product, and performance analysis and is a key liaison between the department and Sales and Marketing. He is also a regular contributor to etf.com and was named an "ETF Rockstar" in 2013 by ETF Report. Clayton joined Stadion in 2009, before which he was most recently a Sr. Business Analyst at RiverSource Investments, LLC in Minneapolis, MN. Clayton holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. He also received an MBA degree and a Bachelor's degree in Finance & Marketing from the University of Minnesota. Outside of work, Clayton enjoys traveling, golfing, and playing & watching sports.

Financial Advisors

1Source: Cerulli, as of 12/31/14

Past Performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.