Claymore Blueprints(SM) Makes Client Proposals Easy.New Web-based Tool Now Available LISLE lisle n. 1. A fine, smooth, tightly twisted thread spun from long-stapled cotton. 2. Fabric knitted of this thread, used especially for hosiery and underwear. , Ill. -- Claymore Securities, Inc. today introduced Claymore Blueprints(SM), a Web-based tool designed to help financial advisors (FAs) recommend asset investment strategies for their clients. The tool was developed to support advisor use of Unit Investment Trusts (UITs). "Advisors are increasingly turning to UITs to diversify their clients' portfolios," said Scott Larsen, Claymore Managing Director, Unit Investment Trusts. "Claymore Blueprints(SM) makes the proposal generation process easy, enabling advisors to spend more time with their clients, building their business." Available in the advisor-only area of Claymore.com, Claymore Blueprints(SM) simplifies what can be a cumbersome and time-consuming process into three steps--set an allocation, select a benchmark and generate a proposal showing a hypothetical blend of investment strategies. The customized client portfolios use quantitative strategies featuring what Claymore believes to be best-in-class partners including Zacks Investment Research Zacks Investment Research A firm that compiles earnings estimates and brokerage firm investment recommendations for thousands of publicly traded firms. , Inc., Robeco Investment Management, Inc. and Pension Builders & Consultants. FAs interested in using Claymore Blueprints(SM) can go to www.claymore.com to register for the advisor site and learn more. Advisors already registered for Claymore's advisor site can use the tool the next time they log in. About Claymore Securities Claymore Securities, Inc. is a privately-held financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. company offering unique investment solutions for financial advisors and their valued clients. Claymore entities have provided supervision, management, servicing or distribution on approximately $18.5 billion in assets as of December 31, 2007. Claymore currently offers exchange-traded funds Exchange-traded funds (or ETFs) are Open Ended investment companies that can be traded at any time throughout the course of the day. Typically, ETFs try to replicate a stock market index such as the S&P 500 (e.g. , unit investment trusts and closed-end funds Closed-end fund An investment company that issues shares like any other corporation and usually does not redeem its shares. A publicly traded fund sold on stock exchanges or over the counter that may trade above or below its net asset value. Related: Open-end fund. . UITs are fixed portfolios and not actively managed. These UITs are long term strategies and investors should consider their ability to invest in successive trusts at the applicable sales charges Sales Charge A commission or fee paid by an investor at the time of purchasing mutual fund shares. The charge is paid to a mutual fund salesperson or financial advisor and is intended to provide compensation for the financial salesperson's efforts in assisting their client select , if available. Investors should consider the investment objectives and policies, risk considerations, charges and ongoing expenses of the UIT UIT Union Internationale des Télécommunications UIT Unit Investment Trust UIT Ultraviolet Imaging Telescope UIT União Internacional das Telecomunicações (Portugal) UIT University of Information Technology carefully before investing. The prospectus contains this and other information relevant to an investment in the Trust. Please read the prospectus carefully before you invest or send money. If a free prospectus did not accompany this literature, please contact your securities representative or Claymore Securities, Inc. NOT FDIC FDIC See: Federal Deposit Insurance Corporation FDIC See Federal Deposit Insurance Corporation (FDIC). - INSURED -- NOT BANK - GUARANTEED -- MAY LOSE VALUE Member FINRA/SIPC 1/08 |
|
||||||||||||||

Printer friendly
Cite/link
Email
Feedback
Reader Opinion