Watkinsville, GA., November 4, 2019 – Stadion Money Management, an independent managed account provider who offers personalized retirement services to plan sponsors and their participants, announced the availability of Custom Advisor Managed Account Services for retirement plans. With flexibility in mind, Stadion’s managed account evolution gives advisors the ability to play a role in the construction and delivery of retirement managed accounts leveraging Stadion technology.
“We are big believers in the value that advisors bring to retirement plan participants and our new capability allows them to offer their services in a highly customized and scalable way. Advisors utilize their best thinking inside of a participant level custom solution, a vehicle which we believe can provide better participant outcomes,” said Jud Doherty, President & CEO of Stadion.
Stadion’s flexible managed account platform supports advisors’ fiduciary roles in the construction and delivery of the service. From selecting the underlying investments, to determining the core asset allocations and/or determine the participant-level allocation methodology, Stadion strives to enable advisors to deliver a managed account in a way that best fits their business model. The service is offered across a variety of recordkeeping platforms providing optionality for advisor partners. Stadion has been offering managed account services to retirement plan participants for over two decades.
“Through our network of recordkeepers, we have worked closely with advisors to incorporate their investment methodology inside our Custom Advisor Managed Account Service. Our flexible approach enables advisors to leverage their existing research and intellectual capital within a managed account framework. Our unique value proposition to the advisor community is offering nimbleness within the managed account service marketplace,” said Todd Lacey, Chief Business Development Officer, Retirement.
Stadion Money Management
Established in 1993, Stadion Money Management is an independent firm headquartered near Athens, Georgia. Stadion works with advisors and recordkeepers to build custom retirement plan and participant level investment solutions. As of 9/30/19, Stadion managed approximately $2.9 billion. Visit Stadion Money Management at www.stadionmoney.com
Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion’s investment strategies may lose money. Forward looking statements cannot be guaranteed. There is no assurance of the future performance of any Stadion account. The opinions expressed are those of Stadion Money Management and are subject to change without notice. Stadion is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
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Past Performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.