Defined Contribution Investment-Only

The Defined Contribution Investment-Only group at Macquarie Investment Management partners with third-party platforms including retirement plan providers, private banks, and mutual fund and insurance companies. Our clients are typically interested in strengthening their existing third-party mutual fund line-ups or expanding their open-architecture platforms.

The team works directly with clients and prospects to educate them about Macquarie Investment Management and its investment capabilities. The Defined Contribution Investment-Only group supports approximately 100 clients.

Typical client types

  • Clearing platforms
    Providing settlement and clearing services for third-party administrators, registered investment advisors, and bank trusts
  • Mutual fund companies
    Offering non-proprietary investment options
  • Private banks and trusts
    Offering non-proprietary funds within their multi-managed fund of funds, private banking or direct brokerage platforms
  • Retirement plan providers
    Offering open-architecture or preferred mutual fund line-ups for their qualified retirement plan products, including but not limited to 401(k), 401(a), 403(b), 457, and profit-sharing plans
  • Third-party administrators
    Providing retirement plan administration and record keeping services
  • Insurance companies
    Offering third-party mutual funds for their retirement plan products

Services

Contacts

Jamie Fox

Jamie Fox 

Senior Vice President
Head of Financial Institutions Group — Macquarie Investment Management, Americas
Phone: 215 255-1330
E-mail: jamie.fox@macquarie.com

Charlie Mylonas

K. Charlie Mylonas, CIMA®

Vice President
DCIO Sales
Phone: 215 255-1609
E-mail: charlie.mylonas@macquarie.com

Kurt Phares

Kurt Phares 

Vice President
DCIO Sales
Phone: 949 466-7066
E-mail: kurt.phares@macquarie.com