Strategic Alliances

ABG Carolinas partners with leading industry providers to offer a wide range of services to employer sponsored plans. Don't see your favorite listed here? Call us.








SummitAlliance is an independent investment management and research firm that provides comprehensive investment management solutions and services for independent financial advisors (RIAs, broker/dealers, CFPs, CPAs, tax advisors, attorneys, insurance professionals and bankers) of all sizes through a robust web-based turnkey asset management platform (TAMP). Our principals have decades of experience and a solid reputation for excellence in the delivery of financial services. Since our professional roots are grounded in the retail advisory business, we understand the challenges in servicing clients' needs that advisors face daily. Our business philosophy is based on this understanding of the support needed to grow an advisor's business.

TD Ameritrade Trust Company (TDATC) offers trust and custody services, including back-office support, to a wide range of employee benefit plans. Services are provided through TDATC's institutional clients only, such as third-party administrators, recordkeepers and registered investment advisors.

(TDATC is a Maine-chartered, non-depository trust company and a wholly owned subsidiary of TD AMERITRADE Holding Corporation. TDATC is not a member of FINRA/SIPC. TD AMERITRADE Trust Company and Alliance Benefit Group are separate, unaffiliated companies. TD AMERITRADE Trust Company is a non-depository trust company, acts as a custodian and/or directed trustee and is not a member of FINRA/SIPC. TD& AMERITRADE Trust Company is a subsidiary of TD AMERITRADE Holding Corporation. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. © 2009 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission.)

Matrix Communications Technologies is a leading provider of communication materials and systems for the financial services and retirement plan industry. Through our state-of-the-art technology, Matrix Communications Technologies is able to offer low-cost, customizable enrollment kits, participant statements, participant newsletters, enrollment videos, mutual fund reporting systems, and gap and wealth accumulation analysis. It's all the things your clients want that you don't have the time to provide!

W. E. Donoghue & Co., Inc (WEDCO) was established in 1986 and is based in Norwood, MA. WEDCO manages institutional assets in excess of $200 million for firms throughout North America. WEDCO offers separately managed portfolios that provide you with a range of choices for an investment program to fit your and your clients' needs. These portfolios are actively managed in light of changing economic conditions. WEDCO emphatically does not believe in the buy and hold philosophy. Clearly we believe that there is a time to be in the market and more importantly a time no to be. WEDCO employs a proprietary technical trading system to determine when and where to be invested and conversely when to shift to the money market or inverse funds for a hedge to avoid potential downside and preserve capital.

WE2 was created to give investment professionals trusted resource that provides access to innovative investment solutions for their clients. We pride ourselves on thinking out of the box and to introducing new products and services that set us, and you, apart from the competition. In fact, all the companies under WE2 are always looking ahead for better, more advanced solutions that meet the needs of both investment professional and their clients. More importantly, we've built WE2 around your needs and connect you with innovative management philosophies that help build your business. By doing so we've created the optimal model from growth and a partner that keeps its eyes on our collective futures.

Matrix Financial Solutions, Inc., formerly known as MG Colorado Holdings, Inc., through its wholly owned subsidiaries, is one of the nation's largest providers of back-office, trust, custody, trading and mutual fund settlement services for financial institutions, including banks, trust companies, registered investment advisors and record-keepers/third-party administrators (TPAs). Matrix Financial Solutions currently serves more than 300 financial institutions by servicing $100 billion in assets through its trading and trust platform.

Based in Denver, Colorado, Matrix Financial Solutions consolidates trust, trading and technology under one organization with a sole focus: to deliver the most streamlined, user-friendly and cost-effective financial services to its customers.

FOLIOfn Investments, Inc. delivers innovative investment solutions to financial professionals and retirement plan administrators through Folio Institutional. At the core of Folio Institutional's products and services is the FOLIO Advisor platform, which enables financial advisors and benefit plan administrators to offer stocks, ETFs, and mutual funds to plan participants as integrated investment portfolios called "Folios." Folios can be bought and sold as a single unit and deliver better control, greater transparency, and lower cost than traditional investments. For more information about Foliofn's institutional services, please visit folioinstitutional.com.

Foliofn also offers online retail brokerage to clients through Folio Investing. Retail investors can choose from over 100 pre-assembled Folios representing different strategies and asset allocations, or create their own. The Folio Unlimited Plan features unlimited, commission-free trading in twice-daily windows for one low monthly fee. To learn more, please visit folioinvesting.com today.