America’s Best TAMPs Showcase - Flipbook - Page 28
2026 AMERICA’S BEST TAMPS
TM
ABSOLUTE
CAPITAL
Brenden Gebben
CEO
Absolute Capital Management, LLC • 101 Pennsylvania Blvd,
Pittsburgh, PA 15228 • www.abscap.com
Absolute Capital – Don’t wait for the rollover.
We provide a turnkey UMA platform to access and manage a clients’ 401(k)
/ 403(b) / 457 (corporate retirement account) while the client is still working—
yes, while the client is still working.
We call this Pre-Rollover Management
Manage your clients’ 401(k) / 403(b) /457 now, prerollover, while they’re still
employed. W.I.N. Platform Summary Highlights:
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Managing a client’s held
away 401(k) / 403(b) / 457
account while they are still
working is becoming the
standard for top advisors.
The client’s expectation is
you will steward all their
investable assets. The
Absolute Capital Workplace
Investment Navigator
(WIN) platform empowers
your practice to transform
these held-away assets
into a TAMP UMA enabled
account.
Gain visibility into this
important client asset
without using client
credentials. Via the WIN
platform, you can pick
from hundreds of models
and managers (individual
equities included), and
risk align this pre-rollover
asset today. Fees are
deducted from the plan
account providing you with
a complete end-to-end
solution.
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No client credentials needed
Fees come directly out of the account
Advisory fees determined by you (0-1.60%)
This is you helping one client at a time with their retirement account—
not managing the entire plan
This is not an in-service withdrawal
Hundreds of top strategists and models available—BlackRock,
American Funds, Vanguard, Dorsey Wright, Athena, and many more
UMA centric with rebalancing and sleeve-level reporting
The platform handles trading, billing, and reporting
The client continues to receive their statement from their plan provider
Money Management Strategies Across Account Types
Be it 401(k)s, 403(b)s, 457s, IRAs or non-qualified accounts, Absolute Capital
provides personalized portfolio strategies designed to include a range of
securities that act together to pursue your client’s goals.
Advisor Support
Absolute Capital provides proposal generation, trading, billing, rebalancing,
and customizable reporting. When it comes time for paperwork, our Back
Office Butler system generates and populates the forms you need, ready
for client signature. This, in tandem with our ‘inch wide, mile deep’ focus on
relationships, provides you with the leverage you need to grow your business.
This expansive opportunity spans from S&P 500 firms to small companies,
to universities, hospitals & governmental employees. The comprehensive
W.I.N. (Workplace Investment Navigator) platform lets you easily customize
a portfolio to meet a client’s personalized goals and risk profile. There are
100,000+ retirement plans we can work with.
STR AT E G I C F E AT U R E S
New business contact:
Alex Barned
National Sales Director
Phone: (412) 388-1600
Email: info@abscap.com
Website: www.abscap.com/
book-a-call/
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Brenden Gebben Alex Barned, CRPC
National Sales
MBA, CIMA
Director
CEO
Type of Program: TAMP
designed for held away / prerollover / in-plan management
of client 401(k), 403(b), 401(a),
and 457 accounts
Total Assets in Program:
$525,000,000
Year Program Began: 2020
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Most
Types of Products Available:
Mutual fund and ETF
models; proprietary mutual
funds; equity SMAs; fixedincome, SMAs; ESG, BRI,
tax-sensitive, target-risk
and goals-based strategies;
advisor-directed UMAs /
multi-strategy accounts
Platform Tracks Client
Holdings: Yes
ACCOUNT AGGREGATION
INVESTMENT POLICY
STATEMENTS
Program Compatible for:
Financial Professionals
ACCOUNT REBALANCING
IPHONE OR ANDROID APP
CLIENT-FACING
PERFORMANCE REVIEWS
Optimized for Tax Trading
Efficiency: No
MARKETING SUPPORT
Sleeve-Level Reporting: Yes
MODEL MARKETPLACE
Program Links to a
Trade Execution or Order
Management System: Yes
RESEARCH & DUE DILIGENCE
Proposal / IPS: Yes
PRODUCTIVITY
CLIENT PORTAL
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
RISK MANAGEMENT TOOLS
FINANCIAL PLANNING TOOLS
TAX-LOSS HARVESTING
INTEGRATION WITH
3RD-PARTY PLATFORMS
UNIFIED OR SMART BILLING
5001-371
28
Asset Allocation
Methodologies: Many to
choose from depending upon
client need
