SmartTrust® UITs Announce Strategic Partnerships with Dorsey Wright and Miller/Howard Investments
Sep 16, 2015, 09:00 ET
PARSIPPANY, N.J., Sept. 16, 2015 /PRNewswire/ -- Hennion & Walsh, a provider of investment services and an advocate for individual investors, today unveiled new strategic partnerships between its SmartTrust® Unit Investment Trust (UIT) business and Dorsey Wright, a registered investment advisory firm, and Miller/Howard Investments, an independent, SEC-registered investment boutique.
"Our collaboration with these two established investment partners enables us to provide deeper market knowledge and to develop stronger portfolio offerings for SmartTrust®," said Kevin Mahn, Chief Investment Officer of SmartTrust®. "We believe that Dorsey Wright's heritage in technical analysis and Miller/Howard Investments' expertise in the energy space will help us to bring new strategies to market with strong return potential."
Based in Richmond, Virginia, Dorsey Wright will be working alongside SmartTrust® to develop an International Equities-focused UIT strategy. And Miller/Howard Investments', based in Woodstock, New York, is seeking to build out a U.S. Energy-focused UIT strategy to be offered to financial advisors through the SmartTrust® platform.
"We're excited to partner with Hennion & Walsh's SmartTrust® business," said Tammy DeRosier, President of Dorsey Wright. "Through our focus on comprehensive investment research and technical analysis, we remain committed to seeking out global opportunities for investors interested in building out diversified portfolios."
According to Steve Chun, Director of Marketing from Miller/Howard Investments, "partnering with Hennion & Walsh's SmartTrust® business was an easy decision for us." "SmartTrust® maintains its position as one of the top UIT providers in the country, and we believe that we can leverage their institutional knowledge with our expertise in energy and income producing equities to bring new, innovative strategies to the marketplace."
SmartTrust® UITs offer diversified income and total return opportunities through innovative investment strategies. Assets grew by 27 percent year to date in 2014 while the number of Trusts outstanding grew by more than 38 percent over the same period. For more information about Hennion & Walsh's SmartTrust® UIT products, please contact the firm's Internal Support Desk at 888-505-2872, or visit www.smarttrustuit.com
About Hennion & Walsh
Hennion & Walsh, a full service brokerage firm specializing in municipal bonds, was founded in 1990 by Richard Hennion and Bill Walsh. Their mission is to be the individual investor's fiercest and most passionate advocate. Investment guides, webinars, seminars and online content are just some of the ways they help investors become better informed and make better investment decisions. The firm has built its reputation on developing strong, mutually beneficial relationships designed to last a lifetime, serving over 20,000 clients with brokerage accounts and managed portfolios. They are committed to providing individual investors with the institutional-quality service and guidance they believe they are entitled to. Additional information on Hennion & Walsh is available at www.hennionandwalsh.com.
AboutDorsey, Wright & Associates, LLC
Dorsey, Wright & Associates is a registered investment advisory firm based in Richmond, Virginia. Since 1987, Dorsey Wright has been a leading advisor to financial professionals on Wall Street and investment managers worldwide. Dorsey Wright offers comprehensive investment research and analysis through their Global Technical Research Platform and provides research, modeling and indexes which apply Dorsey Wright's expertise in Relative Strength to various financial products including exchange trade funds, mutual funds, UITs, structured products, and separately managed accounts. Dorsey Wright's expertise is technical analysis. The Company uses Point & Figure Charting, Relative Strength Analysis, and numerous other tools to analyze market data and deliver actionable insights. In 2015, Dorsey Wright was acquired by Nasdaq, Inc. allowing Dorsey Wright to work towards even greater innovative solutions for its clients.
About Miller/Howard Investments
Miller/Howard Investments, Inc. is an independent, SEC-registered investment boutique with more than $9.1 billion under management as of June 30, 2015 and over two decades of experience managing equity portfolios for institutions and individuals in disciplined, dividend-focused investment strategies. Miller/Howard invests in companies that their investment team identifies as financially strong with the ability to pay and consistently raise dividends. Miller/Howard portfolio strategies include: income-equity broad market stocks, master limited partnerships (MLPs), utilities, infrastructure and components of the energy commercial value chain.
SOURCE Hennion & Walsh
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