Award Winning Funds Leverage the recent LSEG Lipper Fund Award recognition to build credibility with prospective institutional clients seeking proven fund performance and stability.

New IRA Offering Capitalize on the MoA Managed IRA launch to target small to mid-size employers and retirement plan sponsors seeking managed retirement solutions and outsourced assets administration.

Leadership Stability Engage with the new executive leadership team and board appointments to position strategic conversations around growth, risk management, and premium service levels for retirement products.

Scale and Services Highlight the company’s mid-to-large employee base and comprehensive retirement product suite to pursue corporate partnerships, plan designs, and education services for employers with diverse workforces.

Digital & Security Promote advanced tech stack and security posture (Cloudflare, OpenText, Bootstrap CDN, HSTS) as a differentiator for risk-aware institutions seeking reliable, scalable retirement and asset management solutions.