Model Portfolio Design

Plan participants possess varying degrees of investment expertise, yet the decisions they make regarding asset allocation can significantly affect their investment performance. To respond to this challenge, MidAtlantic offers customized model portfolios that range from conservative to aggressive. These portfolios are allocated based on how the various funds in the portfolio complement each other.

Our models help participants:

• Reduce risk with proper asset allocation - without decreasing their earning potential
• Utilize portfolios that vary from conservative to aggressive
• Match their specific time horizon, goals and risk tolerance to an asset allocation that is appropriate to their individual situation