ModelxChange® Gallery 

Adds World-Class Asset Managers to the ModelxChange System 

American Trust Custody created ModelxChange® to allow 401(k) professionals to incorporate investment models into a retirement plan seamlessly. ModelxChange Gallery provides retirement advisors with easy access to model portfolios from many of the top asset managers in the world that can be directly deployed within the core lineup.

ModelxChange Gallery Models are available for use with plans custodied with American Trust Custody with access to unique ETF and mutual fund model portfolios. With strategies across asset classes and risk-tolerances, including outcome and target-based strategies, advisors and plan sponsors can select the model portfolios, or a combination of model portfolios that are most suitable for each client or retirement plan.

Gallery Helps Advisors Scale Their Business & Execute Models for the 401(k) Marketing Place

ModelxChange® Gallery was created specifically to provide advisors with access to world-class portfolio construction and management expertise. The goal is to alleviate the time required to build and constantly manage well-allocated investment portfolios. This allows advisors to focus on the human side of their business — understanding the financial goals of clients, prospects and retirement plan sponsors, and building a plan to help them get there.

Currently, Fidelity, BlackRock, PGIM, Goldman Sachs, Federated Hermes, Franklin Templeton, Global X, Vanguard, and Janus Henderson all have models available through ModelxChange Gallery with more partners on the way.

Top Asset Managers Use ModelxChange Gallery to Bring Models to the 401(k) Space

Asset managers that are invited to join ModelxChange Gallery gain access to over 10,000 advisors managing over $120 billion in assets across more than 100,000 qualified retirement plans. ModelxChange® Gallery is the first platform of its kind to provide asset managers with a clearinghouse for their managed models that can be seamlessly incorporated into both retirement plans and high-net-worth accounts — all in a highly automated fashion. Plus, with the ability for American Trust Company, an affiliate of American Trust Company, to serve as the 3(38) investment manager for those models on its platform, asset managers can concentrate on what they do best, managing models while not having to take on an additional fiduciary role.

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