MAC&SC provides cashiering, trade execution, settlement, and custody services for Mid Atlantic Trust Company. MAC&SC a registered broker-dealer (member FINRA/SIPC) headquartered in Pittsburgh, Pennsylvania. Mid Atlantic Clearing & Settlement Corporation (“MAC&SC”) is a wholly owned subsidiary of Mid Atlantic Trust Company (d/b/a American Trust Custody). Whether your client relationships are high net worth, middle market, or institutional, look to American Trust Custody for industry-leading, cost-effective, fee-transparent solutions that can help you grow your business. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and commitment to performance as a non-competitive partner. Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. American Trust Custody provides a broad array of sophisticated financial products, technology and support services to registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, independent broker-dealers, and insurance companies. We pride ourselves on meeting the most challenging demands of leading institutions, financial advisors and their clients.Īmerican Trust Custody is part of Mid Atlantic Capital Group, which for more than 40 years has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. As our custody, brokerage, trade processing and advisory businesses surpass the $130 billion mark in account assets, we know that this commitment is working - for us and for those who rely upon us. You will find us committed to teamwork, innovation, and reliability. Insurance products and services offered through AT Insurance, LLC.We at American Trust Custody are dedicated to helping our business partners provide first-class service to their clientele. Recordkeeping services offered through AT Retirement Services, LLC. Sub-custody and trust services offered through Mid Atlantic Trust Company, a non-depository trust company. Advisory services offered through Mid Atlantic Financial Management, Inc., a registered investment adviser. Securities offered through Mid Atlantic Clearing & Settlement Corporation, member FINRA/SIPC. Trust and custody services offered through American Trust Company. *as of 8/31/21 the following entities and affiliates may provide the services noted. Open architecture platform with access to nearly 30,000 funds and ETFs.įlexible plan design options, including cross-tested/new comparability plans and automatic enrollment.Įasy, seamless annual census collection process.Īn experienced participant call center with consistent 90+% answer rates.Ī commitment to operational excellence with transaction processing quality goals of 99%. State of the art retirement income modeling tools. As an advisor working with LT Trust, you will enjoy access to:Īn organization that recognizes the Plan Sponsor is your client, not ours.Īn investment in automation and innovation to ensure we keep our fees low even as our volume increases.Ī knowledgeable, responsive client service team averaging over 17+ years of industry experience. This growth continues to be fueled by both loyal legacy advisors, as well as new advisors that historically placed plans only with insurance companies or payroll providers. We’re proud to administer more than 371,000 plans with over $125 billion in retirement assets*. Our technology-backed-by-people business model has made LT Trust one of the fastest-growing 401(k) recordkeepers in the market.
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