Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:AG&T Markets Online Asset Allocation Program Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, May 07, 2003

AG&T Markets Online Asset Allocation Program

by: Ki Kim

American Guaranty and Trust Company (AG&T), a member of the Sentinel Companies, rolled out a Web-based asset allocation management program, AG&T Select, last month targeting financial advisors.

"This is the first instance where an advanced asset allocation program can be combined with advisor-directed Delaware trusts," said Ed Deverell, senior vice president of AG&T, in a company release. "Advisors will maintain the ability to manage and evaluate client assets daily, while AG&T compiles all the data electronically, integrating it into the trust system for principal and income accounting, tax reporting, and sending out checks as trustee of the account."

Through the FundQuest platform, advisors can use the new program to manage assets with open access to more than 50 non-proprietary separate account managers and over 1,500 mutual funds, including Sentinel Funds. AG&T has a contractual agreement in place with the Registered Investment Advisor.

The program also offers auto rebalancing, and is designed to allow the trust company to service trusts of all sizes, according to the release. Though most trust programs require $3 million minimums, AG&T does not, as its only business is trusts, Deverell added.

FundQuest, which was founded in 1993 as an RIA, develops and operates Web-based managed-account platforms for more than 50 financial institutions. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2019
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use