Incapital Partners with Zacks Investment Research to Launch New Unit Trust Offering

BOCA RATON, Fla. and CHICAGO, May 3, 2012 /PRNewswire/ -- Incapital LLC, a leading underwriter and distributor of fixed income securities and a growing range of financial products, today announced that it has partnered with Zacks Investment Research, one of the largest providers of research in the U.S., to bring a valuation-driven Unit Trust offering to the market.

The Zacks Select Equities Blend Portfolio embodies the 'Zacks Rank' proprietary quantitative rating system by selecting stocks based on pre-set quantitative investment criteria. The portfolio is comprised of 30 equally-weighted stocks -- 15 growth and 15 value -- which rank in the top 2,000 by market capitalization and hold a Zacks ranking of "Buy" or "Strong Buy", among other criteria.

"Our partnership with Zacks continues our strategy of joining forces with leading firms in the investment industry to offer compelling products to financial professionals and their clients," said John Browning, Director of Incapital's Unit Trust Division. "This portfolio capitalizes on Zacks' long history of providing investors with academic research."

Zacks Investment Research was founded in 1978 on the notion that earnings estimate revisions are the most powerful factor for predicting future stock price increases. Since 1988, a portfolio constructed of Zacks #1 Rank stocks has generated an average annual return of +26%. Comparatively, the S&P 500 has only returned +9% over the same period.[1] (Past performance is not indicative of future results.)

"Zacks Investment Research is proud to partner with Incapital to offer the Zacks Select Equities Blend unit trust portfolio," said Mike Castino, Director of Index Services at Zacks Investment Research. "Zacks has an established history of creating proprietary quantitative methodology for unit investment trusts and exchange traded funds. We look forward to offering financial professionals unique solutions to help meet their client's investment needs via the combined talents of both firms."

Incapital Unit Trust portfolios are professionally-selected fixed baskets of securities that allow investors to diversify market risk without the large capital commitment, time and expertise it may require to achieve this type of diversification on their own. They have a low minimum purchase and a predetermined investment life which provides for regular opportunities to review and evaluate an investor's long-term investment needs.

The Zacks partnership follows Incapital's recent announcement that it entered the Unit Trust market with the launch of a new offering in collaboration with Morningstar Investment Services, Inc.

More information about the Zacks Select Equities Blend Portfolio and Incapital Unit Trusts is available at www.incapital.com/Unit_Trusts.

[1] http://www.zacks.com/help/zrankguide.php?p=7

About Incapital LLC
Incapital LLC is a securities and investment banking firm with offices in Chicago and Boca Raton, Florida. Incapital underwrites and distributes fixed income securities and structured notes through more than 700 broker-dealers, institutions, advisors and wealth managers. With a diverse range of new issue and secondary market offerings, Incapital specializes in U.S. Agency securities, corporate notes, CDs, mortgage-backed securities, municipal bonds, market-linked notes, annuities as well as the sponsorship of Unit Investment Trusts.

There is no assurance that a unit investment trust will achieve its investment objective.  An investment in a unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. Accordingly, you can lose money investing in a trust. Investment return and principal value will fluctuate with changes in market conditions. Units when redeemed may be worth more or less than their original cost.  Past performance is not indicative of future results.

Please consider the investment objectives, risks, charges and expenses of the unit investment trust(s) carefully before investing. The prospectus contains this and other information about the unit investment trust(s). To obtain a prospectus, please download one from http://www.sec.gov/egar.shtml or the Unit Trust Offerings page on www.incapital.com. Please read the prospectus carefully before investing.

More information about Incapital is available at www.incapital.com.

Incapital LLC, Member FINRA/SIPC, 200 South Wacker Drive, Ste. 3700, Chicago, IL  60606 Phone: 312-379-3700

About Zacks Investment Research
Zacks Investment Research, Inc. has more than 30 years of experience providing institutional and individual investors with the analytical tools and financial information necessary to the success of their investment process. Today, Zacks receives daily electronic data feeds and printed research reports on over 10,000 companies from over 200 brokerage firms, produced by more than 3,500 analysts amounting to over 500,000 pages of brokerage research. In addition, Zacks records 25,000 earnings estimate revisions and changes in broker recommendations weekly.

Contact:
Caroline Harris
212.279.3115 ext 222
[email protected]

Beth Leri
212.279.3115 ext 227
[email protected]

SOURCE Incapital LLC