Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Midwestern FA Hunts For RIAs to Power ETFs Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, February 11, 2021

A Midwestern FA Hunts For RIAs to Power ETFs

Reported by Neil Anderson, Managing Editor

A wealth management advisor in the Midwest is hunting for SMA shops to team up with and bring into the ETF space.

John Mark Creekmur
Creekmur Wealth Advisors / Euclid Investment Advisory, LLC
Founder / Principal
"There's a lot of excellent, boutique, quality RIAs out there with separately managed accounts," John Creekmur, founder of Morton, Illinois-based Creekmur Wealth Advisors, tells MFWire. "We've already had conversations with a number of firms ... We're always looking for different RIA firms out there that do things differently."

Though he has previously acquired some RIAs, last year Creekmur made a new kind of alliance, investing in Bethesda, Maryland-based Euclid Investment Advisory, a 21-year-old separately managed account firm, and he became a principal there. Then last month, Creekmur unveiled Euclid's first ever ETF, the actively managed Euclid Capital Growth ETF. Tidal ETF Services and Foreside Fund Services are two of the vendors on the ETF.

Looking ahead, Creekmur aims to make more alliances to help bring SMA shops' strategies into the ETF space. They're specifically targeting smaller RIAs with: less than $1 billion in AUM each; "very clear methodology"; "specific, logic-driven processes"; and good stories. Geography, on the other hand, is not a big concern for future partnerships, Creekmur says.

"We have the ability to work with folks really anywhere," Creemur says.

Creekmur also plans to work with Euclid on more ETFs, too. They have "three or four more ETF ideas on the drawing board," based on current Euclid SMA strategies, and he expects to launch them within the next 12 months or so. The ETF they rolled out last month is positioned as a core holding, Creekmur says, so future ones may be designed as satellite approaches. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. ETF.com Awards 2020, April 20
  2. The 31st Sub-Advised Funds Forum, Apr 20-21
  3. IDC Virtual Roundtable: Florida - April 2021, April 20
  4. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  5. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  6. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  7. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  8. IDC Webinar: The Future of the Workplace - April 2021, April 23
  9. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  10. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  11. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  12. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  13. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  14. ICI 2021 General Membership Meeting - Day 1, May 6
  15. Emerging Manager Forum USA, May 12-14
  16. ICI 2021 General Membership Meeting - Day 2, May 13
  17. 2021 FINRA Annual Conference, May 18-20
  18. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  19. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  20. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  21. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  22. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  23. ICI 2021 Operations and Technology Conference, May 20
  24. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24
  25. MFDF webinar - The Use of Alternative Data Sources and Considerations for Fund Directors, May 26
  26. IDC 2021 Virtual Fund Directors Workshop, June 3




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use