Deals & People February 15, 2011
Trademark Launches Target-Date Collective Trusts
Trademark Capital Management has acquired Athens Capital Group, LLC, as part of a national growth strategy.
Reported by PLANADVISER staff
Trademark is working with Wilshire Associates Incorporated to introduce a series of target-date collective trusts combining Athens’ asset management capabilities with Wilshire’s glide path methodology. Steve Athanassie, Managing Principal of Trademark Capital, noted the new collective trusts were launched on February 1, 2011 through Hand Benefits and Trust, a division of BPAS (see “Hand Benefits Selects Sub-Advisers for Target Date CITs“).
“We are excited about this acquisition, which enables us to offer a new approach to target-date investing through the launch of our collective trust funds,” said Athanassie. “Trademark’s collective trusts will offer a unique balance of growth and risk management by utilizing Athens Capital’s proprietary blend of quantitative management, fundamental analysis, and downside protection strategy paired with Wilshire’s proven glide path methodology.”