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Rating:RIA Firm Uses ETFs in New Strategy Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, August 12, 2008

RIA Firm Uses ETFs in New Strategy

News summary by MFWire's editors

Curian Capital is using ETFs in its new tax-exempt strategy. The company utilizes ETFs that invest in high-quality municipal bonds representative of the broader U.S. municipal bond market.




Company Press Release

DENVER – August 11, 2008 – Curian Capital, LLC (www.Curian.com), a registered investment advisor that provides a fee-based separately managed account (SMA) platform to financial professionals, today announced that it has expanded its Custom Style Portfolios to include a new tax-exempt strategy as an option for investment in the Fixed Income asset class.

The new strategy is managed by Curian Capital and utilizes exchange-traded funds (ETFs) that invest in high-quality municipal bonds representative of the broad U.S. municipal bond market. Curian’s new tax-exempt strategy provides a solution for clients looking to achieve greater diversification in their investment portfolios while seeking to maximize their after-tax income.

By introducing the new tax-exempt feature, Curian gives clients more control over their investment options and provides them an additional choice to receive tax-exempt income as part of their Fixed Income asset class. This additional option also provides financial professionals an opportunity to work closely with their clients in providing an investment portfolio that is appropriate for the client’s tax bracket and reflects their tax inclination.

“Choice and flexibility are the key advantages that Curian’s Custom Style Portfolios hold over one-size-fits-all investment vehicles,” said Michael Bell, president and CEO of Curian Capital. “The latest enhancements to the platform are designed to give financial professionals and their clients an even greater level of control over their assets. By continuing to expand the range of options available within each of our asset classes, Curian is able to deliver a robust product offering that can address the risk profiles, time horizons and investment objectives of a diverse set of investors that is also consistent with their financial situation.”

The ETF structure of Curian’s new tax-exempt fixed-income strategy provides broad index coverage that can reduce the credit risk associated with investing in a single issuer and diminish the reinvestment risk that occurs with a typical laddering strategy. The strategy is the latest step in the evolution of the firm’s portfolio management process; earlier this year, Curian enhanced its fixed-income asset class with the introduction of ETF-based high-yield and international bonds.

For more information about Curian’s Custom Style Portfolios and the new tax-exempt fixed income option, registered investment advisors, broker-dealers and financial institutions can visit www.Curian.com or contact the Curian Sales Desk at (877) 847-4192. About Curian Capital

Curian Capital, LLC (www.Curian.com) is a registered investment advisor providing innovative fee-based separately managed accounts to financial professionals through a state-of-the-art technology platform. The company has $3.4 billion in assets under management as of 6/30/2008, and ranks among the top 10 third party managed account vendors in the industry by AUM (source: Cerulli Associates).

Curian Capital is a subsidiary of Lansing, Mich.-based Jackson National Life Insurance Company®. With more than $83 billion in assets (IFRS), Jackson National is an industry leader in the areas of fixed, fixed index, variable annuities, and life insurance. The company markets its products in 49 states and the District of Columbia through independent and regional broker-dealers, financial institutions and independent insurance agents.
 

Edited by: Erin Kello


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