Stadion Money Management: Company Profile

Background

Overview

Founded in 1993, Stadion Money Management is an independent investment management firm headquartered near Athens, Georgia. The company specializes in providing personalized retirement solutions through employer-sponsored plans, focusing on helping individuals prepare for retirement. Stadion's mission is to deliver scalable and customized investment strategies that cater to the unique needs of plan sponsors, participants, and financial professionals. As of November 30, 2021, Stadion managed approximately $2.3 billion in assets across over 4,000 plans.

Key Strategic Focus

Core Objectives and Specializations

Stadion's strategic focus centers on offering personalized managed account services and technology-driven investment solutions. The company collaborates with financial professionals, asset managers, and recordkeepers to develop retirement plans and participant-level investment strategies. Key offerings include:

• Turnkey Managed Account Strategies: Providing ready-to-implement investment solutions for retirement plans.

• Custom Advisor Managed Account Services: Allowing advisors to tailor investment strategies to individual client needs.

• Target Date Solutions: Offering age-based investment options that adjust as participants approach retirement.

• Technology Services: Delivering platforms that enhance plan management and participant engagement.

Stadion's primary markets include employer-sponsored retirement plans, financial advisors, and individual investors seeking customized retirement solutions.

Financials and Funding

Acquisition and Ownership

In March 2022, Stadion was acquired by Smart, a global retirement technology provider. This acquisition aimed to enhance Smart's capabilities in delivering personalized retirement solutions and expanded its U.S. team by integrating Stadion's 40 professionals. Prior to this acquisition, Stadion was a portfolio company of TA Associates, a private equity firm.

Technological Platform and Innovation

Proprietary Technologies and Methodologies

Stadion leverages advanced technology to offer personalized investment solutions. Their proprietary platforms integrate participant data to create customized investment portfolios, considering factors such as risk tolerance and retirement goals. This approach enhances participant engagement and aims to improve retirement outcomes.

Leadership Team

Key Executives

• Duane Bernt: CEO and Chair of the Investment Committee.

• Todd Lacey: Chief Revenue Officer and Board Member.

• Michael Chlan: Chief Operating Officer and Chief Technology Officer.

• Michael Isaac: Chief Compliance Officer.

• Holly MacMillan: Senior Vice President and Chief Marketing Officer.

These leaders bring extensive experience in investment management, technology, compliance, and marketing, driving Stadion's mission to provide personalized retirement solutions.

Competitor Profile

Market Insights and Dynamics

The retirement investment management industry is characterized by a growing demand for personalized and technology-driven solutions. As individuals seek tailored retirement plans, firms offering managed account services and innovative platforms are gaining prominence.

Competitor Analysis

Stadion operates in a competitive landscape alongside firms such as:

• Meeder Investment Management: Offers a range of investment solutions with a focus on risk management.

• Chilton Capital Management: Provides personalized investment strategies and wealth management services.

• Navellier & Associates: Specializes in quantitative investment strategies and portfolio management.

• Payden & Rygel: Offers global investment management services with a focus on fixed income and equity strategies.

• Cumberland Advisors: Provides fixed income investment management and advisory services.

These competitors offer various investment management services, each with unique approaches to client engagement and portfolio management.

Strategic Collaborations and Partnerships

Key Alliances

Stadion has established significant partnerships to enhance its service offerings:

• SS&C Technologies: In May 2020, Stadion's managed account services were integrated into SS&C's TRAC recordkeeping platform, expanding access to a broader range of retirement plan service providers.

• Ameritas: In January 2025, Stadion's "StoryLine" managed advice service became accessible via the Ameritas EliteUnlimited platform, enabling advisors to offer personalized investment strategies to plan participants.

Operational Insights

Competitive Advantages

Stadion differentiates itself through:

• Personalization: Utilizing participant data to create customized investment portfolios.

• Technology Integration: Offering platforms that enhance plan management and participant engagement.

• Strategic Partnerships: Collaborating with industry leaders to expand service offerings and reach.

These factors position Stadion as a competitive player in the retirement investment management industry.

Strategic Opportunities and Future Directions

Growth Prospects

Under the ownership of Smart, Stadion is poised to leverage enhanced technological capabilities and a broader global presence. The company aims to expand its personalized retirement solutions, focusing on scalability and customization to meet the evolving needs of plan sponsors and participants.

Contact Information

Website

For more information, visit Stadion Money Management's official website:

Note: Specific contact details such as address, phone number, and email are omitted as per the provided instructions.