Portfolio Management

MidAtlantic provides clients with customized, diversified portfolios based on each client’s specific situation. Portfolios are comprised of:

• Actively managed funds
• Low-cost index funds
• Exchange-Traded Funds
• Separately Managed Accounts
• Individual Securities

We utilize these diverse investment options to create a portfolio with excellent risk/return characteristics and below average expenses. Most importantly, MidAtlantic serves as a fiduciary to each client, and is required by law to act in each investor’s best interest and disclose potential conflicts of interest.

Our services are uniquely designed for investors that prefer a portfolio that is:

• Completely customized
• Has measured risk/return parameters
• Continuously monitored
• Well-diversified
• An efficient low-cost approach to investing

As a fiduciary to our clients, MidAtlantic does not:

• Charge commissions or “sales loads”
• “Sell” investment products
• Limit investment flexibility by requiring the use of proprietary funds