Money Manager Strategies

Below is a list of money managers available in the Select Money Manager X-Change (MMX) program. This list is subject to change and certain restrictions. If you are interested in a money manager not currently on the list, please have the money manager request access to TCA’s platform by contacting MMX@trustamerica.com and/or contact your TCA Relationship Manager.

Select MMX Money Managers

Find the money manager and strategy that work best for you and your clients

Displaying 51 Results Expand All Collapse All Filter
  • BTS Asset Management

    Select Seasonality/Bond Asset Allocation Portfolio

    Strategy Category:
    Absolute Return, Alternative, Fixed Income, Income/High Yield, Risk Management

    Investment Vehicles:
    Mutual Funds

    Avg. Trade Frequency:
    6-8 times per year

    Standard Fee:
    1.00%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Mid-day

    Model Trading Responsibility:
    Money Manager

    The portfolio aims to be invested in stock funds during the historically favorable portion of the year and out of stock funds during the historically less favorable portion. When the portfolio is not invested in stocks, it moves assets among high yield bond, government bond, and money market funds.

    Fee discount to 0.95% for assets $20 million and above.

    Contact:

    Gary Shilman
    (800) 343-3040 x339
  • BTS Asset Management

    Select Bond Asset Allocation Portfolio

    Strategy Category:
    Absolute Return, Alternative, Fixed Income, Income/High Yield, Risk Management

    Investment Vehicles:
    Mutual Funds

    Avg. Trade Frequency:
    6-8 times per year

    Standard Fee:
    1.00%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Mid-day

    Model Trading Responsibility:
    Money Manager

    Seeks to preserve capital, aims to offer downside protection and upside potential, strives to reduce volatility while delivering consistent long-term returns.

    Fee discount to 0.95% for assets $20 million and above.

    Contact:

    Gary Shilman
    (800) 343-3040 x339
  • CLS Investments, LLC

    CLS Core Plus ETF

    Strategy Category:
    Multi-Asset Class, Risk Management

    Investment Vehicles:
    ETFs

    Avg. Trade Frequency:
    Quarterly

    Standard Fee:
    0.35%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Dynamic Risk Management of global investments.  Different variations of the portfolios exist, including 100 Aggressive, 90 Aggressive, 75 Moderately Aggressive, 60 Moderate, 50 Moderate, 40 Moderately Conservative, and 30 Conservative.

    Contact:

    Doug Poole
    (402) 896-7662
  • CLS Investments, LLC

    American Funds

    Strategy Category:
    Multi-Asset Class, Risk Management

    Investment Vehicles:
    Mutual Funds

    Avg. Trade Frequency:
    Quarterly

    Standard Fee:
    0.35%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Dynamic Risk Management of global investments. Different variations of the portfolio exist, including Aggressive Growth 100, Aggressive Growth 85, Growth 70, Moderate Growth 60, Moderate 50, and Conservative Growth 30.

    Contact:

    Doug Poole
    (402) 896-7662
  • Horizon Investments

    Real Spend

    Strategy Category:
    Global/International Equity, Income/High Yield, Multi-Asset Class

    Investment Vehicles:
    ETFs

    Avg. Trade Frequency:
    Quarterly

    Standard Fee:
    0.65%

    Minimum Account Size:
    $150,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Retirement Income. Different variations of the strategy are available- including target spend rate of 3%, 4%, 5%, 6%, and 7%.

    Contact:

    Josh Bartholomew
    (704) 919-3604
  • Horizon Investments

    Hybrid Active Asset Allocation

    Strategy Category:
    Global Mandate, Multi-Asset Class

    Investment Vehicles:
    ETFs, Mutual Funds

    Avg. Trade Frequency:
    Quarterly

    Standard Fee:
    0.00%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Active Global Asset Allocation with Risk Mitigation.  Different variations of the strategy are available- including Focused, Growth, Moderate, Conservative, and Conservative Plus.

    Contact:

    Josh Bartholomew
    (704) 919-3604
  • Horizon Investments

    Hybrid Real Spend

    Strategy Category:
    Income/High Yield

    Investment Vehicles:
    ETFs

    Avg. Trade Frequency:
    Quarterly

    Standard Fee:
    0.00%

    Minimum Account Size:
    $100,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Retirement Income.  Various versions of the strategy exist, including versions 3, 4, 5, 6 and 7.

     

    Contact:

    Josh Bartholomew
    704-919-3604
  • Horizon Investments

    Active Asset Allocation with Risk Assist

    Strategy Category:
    Global Mandate, Multi-Asset Class, Risk Management

    Investment Vehicles:
    ETFs

    Avg. Trade Frequency:
    Underlying Strategy: 1 - 2x/month; Risk mitigation evaluated daily

    Standard Fee:
    0.65%

    Minimum Account Size:
    $25,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Active Global Asset Allocation with Risk Mitigation.  Different variations of the strategy are available- including Focused, Growth, and Moderate. 

    Contact:

    Josh Bartholomew
    (704) 919-3604
  • Horizon Investments

    Enhanced S&P

    Strategy Category:
    Risk Management

    Investment Vehicles:
    ETFs

    Avg. Trade Frequency:
    Risk-Mitigation evaluated daily

    Standard Fee:
    0.25%

    Minimum Account Size:
    $5,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Risk-Mitigated S&P Exposure

     

    Contact:

    Josh Bartholomew
    704-919-3604
  • Horizon Investments

    Enhanced EAFE

    Strategy Category:
    Risk Management

    Investment Vehicles:
    ETFs

    Avg. Trade Frequency:
    Risk-Mitigation evaluated daily

    Standard Fee:
    0.25%

    Minimum Account Size:
    $5,000

    Typical Trade Time:
    Intermittent

    Model Trading Responsibility:
    Money Manager

    Risk-Mitigated S&P Exposure

     

    Contact:

    Josh Bartholomew
    704-919-3604

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