Camelot Portfolios Offers Complimentary Transition Consulting To Curian Advisors

Aug 20, 2015, 12:00 ET from Camelot Portfolios, LLC

MAUMEE, Ohio, Aug. 20, 2015 /PRNewswire/ -- Camelot Portfolios is attempting to provide some relief to advisors by providing free transition consulting. Camelot's offer is intended to arm existing Curian Advisors with the information and expertise required to successfully transition clients to a completely foreign investment platform.

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Curian Capital announced at the end of July that it will no longer be accepting new accounts and that existing accounts will need to find a new home by the end of Q1 2016. This may cause existing Curian Advisors to put their business on hold as they begin due diligence on new TAMPs in an attempt to limit attrition that so frequently accompanies a change of this magnitude.

"Camelot's transition team stands ready to assist advisors needing to move clients into professionally managed portfolios.  Our diverse offering allows Camelot to accommodate small accounts as well as high net worth and everything in between," – Ryan Zeeb, CEO.

While change of this magnitude is often uncomfortable, Camelot may be able to offer a silver lining to Curian advisors. Camelot Advisors offers an RIA infrastructure for advisors who want to spend their time focused on their clients rather than managing infrastructure. Their platform boasts several appealing attributes:

  • Hybrid Broker-Dealer Capability
  • Succession and Continuation Agreements for all IARs
  • $0 Minimum Investment Strategies
  • Diverse Investment Management Solutions (Internal and External)
  • Billing
  • Reporting
  • Compliance

Advisors interested in taking advantage of the free Business Transition Consulting offered can do so by calling (419) 794-0538. Camelot Portfolios, LLC is a privately owned investment advisor registered with the Securities and Exchange Commission.  They have built portfolios based upon our independent, risk-aligned, value-oriented investment philosophy.

SOURCE Camelot Portfolios, LLC