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Through its wholly owned subsidiaries, Matrix Financial Solutions is one of the nation’s largest providers of back-office, trust, custody, trading and mutual fund settlement services.
 
 
 
 
 
 
 


Affiliates: MG Advisory: Individually Managed Accounts (IMA)

New alternative. No minimum.
Available from a wide range of professional advisors, the IMA option gives participants the ability to place some or all retirement assets into a managed account. Working with these professional advisors, MG Advisory’s IMA option offers participants a new investment alternative—no minimum required.

MA Advisory’s IMA options include:

  • Hiring your own professional money manager
  • Selecting your own target-date fund
  • Choosing your own mutual funds
  • Managing your own stocks and bonds