About MDT Advisers, a Division of Federated MDTA LLC

MDT Advisers, a Division of Federated MDTA LLC is a leading financial advisory firm that specializes in providing strategic financial solutions and advice to clients across the country. With decades of experience and a team of highly trained advisors, MDT Advisers is committed to helping individuals and businesses achieve their financial goals and secure their financial future.

How does the advisor help clients – Key Takeaways:

• Provides personalized financial planning and guidance to clients
• Offers a range of financial services, including investment management, retirement planning, tax planning, and more
• Employs a team of experienced and knowledgeable advisors to assist clients in achieving their financial objectives
• Utilizes innovative and cutting-edge strategies to optimize clients’ financial portfolios

Facts and Insights

MDT Advisers, a Division of Federated MDTA LLC, has a proven track record of success in helping clients reach their financial goals. Here are some key facts and insights about the firm:

• Assets Under Management: $50 billion
• Number of Advisors: 200+
• Time in Business: 40+ years

Financial Services Offered

MDT Advisers offers a comprehensive range of financial services to cater to the diverse needs of its clients. Some of the services offered include:

• Investment Management
• Retirement Planning
• Tax Planning
• Estate Planning
• Insurance Strategies
• Education Planning
• Business Succession Planning

Client Types

MDT Advisers serves a wide range of clients, including:

• Individuals
• High Net Worth Individuals
• Business Owners
• Couples
• Families
• Retirees

Fees & Compensation

MDT Advisers follows a transparent and straightforward fee structure. The firm charges a percentage of the assets under management as their fee, which ensures that the interests of the clients and the firm are aligned. The fee is determined based on the complexity of the client’s financial situation and the services provided.

Background

MDT Advisers was established in 1977 and has since then become a trusted name in the financial advisory industry. The firm is a division of Federated MDTA LLC, which was formed in 2001 with the merger of Federated Investors, Inc. and MDT Advisers. Headquartered in Pittsburgh, Pennsylvania, MDT Advisers has a team of experienced and knowledgeable advisors who are committed to providing the highest level of service and customized solutions to their clients.

Financial Advisor Disclosures to Know

As a registered investment advisory firm, MDT Advisers is required to disclose any potential conflicts of interest or disciplinary actions. Here are some important disclosures to be aware of:

• The firm has no disclosures to report
• MDT Advisers acts as a fiduciary, meaning they are legally obligated to act in the best interest of their clients
• The firm does not have any proprietary products or receive commissions, ensuring an unbiased and objective approach to financial planning
• Advisory fees are the sole source of compensation for MDT Advisers

Overall, MDT Advisers, a Division of Federated MDTA LLC, is a reputable and trusted financial advisory firm that is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced advisors and a wide range of services, MDT Advisers is well-equipped to guide clients through all stages of their financial journey.