Curian Capital's Managed Accounts Program Added To ML Stern & Company's Investment Product Line-up.Business Editors DENVER--(BUSINESS WIRE)--Oct. 6, 2003 Curian Capital LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control and ML Stern & Company announced today that Curian Capital's Managed Accounts program has been added to ML Stern's line-up of investment products. ML Stern & Company has more than 140 registered representatives serving clients across the country. "ML Stern & Company has a tremendous vision and passion for helping its financial advisors thrive in an extremely competitive environment," said James Vitalie, executive vice president, Strategic Development, Curian Capital. "By introducing their advisors to the Curian Managed Accounts program, ML Stern has positioned itself to benefit from the wave of growth occurring in that market segment. With Curian's comprehensive technology platform, and comprehensive education, training and sales support, ML Stern's advisors will be able to quickly integrate Managed Accounts into their practice." Some of the innovative features on the Curian platform include: -- Custom Style Portfolios that offer everything from personalized per·son·al·ize tr.v. per·son·al·ized, per·son·al·iz·ing, per·son·al·iz·es 1. To take (a general remark or characterization) in a personal manner. 2. To attribute human or personal qualities to; personify. asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. , to social sector exclusions, and customized tax lot selling preferences; -- A $25,000 minimum investment, although the Curian platform is equally effective for accounts of all sizes. Curian's flexible technology platform enables the company to offer lower minimums; -- A genuinely paperless, electronic platform that enables financial professionals to run their businesses more effectively and efficiently; -- A fee-advance program that permits a seamless transition from a commission- to fee-based business; -- An un-replicated technology platform that can facilitate funding an account in as short as 24 hours; and -- Strong sales support, including comprehensive training on Curian's vast technology platform. "At ML Stern, we are committed to providing our financial advisors with the products and services necessary for them to serve their clients as successfully as possible," said Mickey A unit of mouse movement typically set at 1/200th of an inch. (unit, humour) mickey - The unit of resolution of mouse movement. It has been suggested that the "disney" will become a benchmark unit for animation graphics performance. Stern, chief executive officer, ML Stern & Company. "We differentiate ourselves from the competition by being responsive to trends and issues that impact investors, and the growth in the Managed Accounts market presents an attractive opportunity for all our advisors. Curian's innovative platform will become a key differentiating factor for our advisors as they expand their practices to include Managed Accounts." About Curian Capital Curian Capital LLC is an indirect subsidiary of the United Kingdom's Prudential plc This article is about the British company. For the American company, see Prudential Financial. For places named after the company, see Prudential. Prudential plc (LSE: PRU, NYSE: PUK) is a United Kingdom-based financial services company. , a major international 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. group with $267 billion of assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. . Headquartered in Denver, Colorado, Curian is a registered investment advisor Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in providing innovative fee-based managed accounts and investment products to financial professionals through a state-of-the-art technology platform. About ML Stern & Company ML Stern & Co., LLC is an affiliate of Pacific Life Insurance Company, a Fortune 500 Company and one of the largest financial services companies in California California (kăl'ĭfôr`nyə), most populous state in the United States, located in the Far West; bordered by Oregon (N), Nevada and, across the Colorado River, Arizona (E), Mexico (S), and the Pacific Ocean (W). . Headquartered in Beverly Hills Beverly Hills, city (1990 pop. 31,971), Los Angeles co., S Calif., completely surrounded by the city of Los Angeles; inc. 1914. The largely residential city is home to many motion-picture and television personalities. , California, ML Stern is a full service investment organization offering a wide array of stocks, bonds and insurance products to thousands of high net worth investors. |
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