Fiduciary Monitoring Reports

MidAtlantic communicates with our clients openly, clearly, and consistently. We are available to meet with each plan’s investment committee on a regular basis, providing information that allows plan sponsors to evaluate both our performance and the performance of their investment options. In addition to our regular communication, we also provide the following information to ensure that our clients have the necessary tools to successfully manage their plan:

  • Monthly alerts (as needed)
  • Quarterly Reports and Recommendations
  • Performance Relative to Investment Category
  • Model Portfolio Performance
  • Plan Demographic Analysis

Newsletter Sign Up

Can We Help?

If you have friends or family members who need unbiased advice, please feel free to have them contact us.

We are available to provide an objective complimentary investment analysis of their current situation.

For more information or to schedule an appointment, please contact us.This email address is being protected from spambots. You need JavaScript enabled to view it.



MidAtlantic Capital Management, Inc.

11448 Robious Road

Richmond, VA 23235

Phone 804-272-9200

© 2024 MidAtlantic Capital Management, Inc. All rights reserved.