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 7, 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
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
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


  1. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  2. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  3. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  4. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  5. MFDF webinar - ETF Conversions, July 17
  6. MFDF Director Discussion Series - Open Forum (New York), July 22
  7. MFDF Ask Anything webinar - AI Edition, July 24
  8. MFDF webinar - Use of Derivatives by RICs, July 29
  9. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  10. Samfund Soiree Boston 2025, August 21
  11. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  12. ICI ETF Conference, Sep 8-10
  13. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  14. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  15. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  16. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  17. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  18. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  19. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  20. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  21. 10th annual Fuse Forum, October 8
  22. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  23. 2025 MMI Annual Conference, Oct 15-17
  24. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use