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PLATFORM UPDATES

NEW ALPHA MERCER STOCK MODEL

AE Wealth Management has launched a new model: Institutional Alpha with Mercer TWIN. This is an SMA portfolio that invests in up to 50 of the S&P 500 stocks, which brings more of a concentrated stock tilt within the portfolios. The overall Alpha models’ allocations will still be managed by Sterling Capital, but Mercer will be managing their SMA portion.

 

Please be aware, the Institutional Alpha with Mercer TWIN model must be a stand-alone strategy. It cannot be combined with any other model under a single custodian account number. Also, please note the higher account minimums necessary to invest in the portfolios.

 

You can view the OnePager HERE.

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

647507 - For investment professional use only.

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