Press Releases

AAM Bolsters Suite of Alternative Solutions
by Partnering with PEO Partners

MONUMENT, COLO. — October 9, 2024 — Advisors Asset Management (AAM), a leading investment solutions provider, announced today that it has partnered with PEO Partners (PEO), a leader in the emerging liquid private equity alternatives space, further expanding its suite of alternative solutions.

AAM will be responsible for distribution of the PEO PE Focus Strategy Portfolio, a unit investment trust (UIT) that seeks to achieve its objective by investing in a portfolio of exchange traded stocks of public companies that mirror the industries and company characteristics that traditional private equity leveraged buyout funds invest in.

“AAM is thrilled to partner with PEO whose expertise will enable us to penetrate the emerging liquid private equity alternatives space and offer financial professionals a diversified solution to help them navigate market uncertainties and build resilient portfolios,” said Rich Stewart, Executive Vice President, AAM. “In an increasingly volatile market environment we believe the PEO PE Focus Strategy can provide individual investors with an institutional approach to portfolio selection.”

The PEO PE Focus Strategy Portfolio is designed with a focus on what PEO believes are two of the most significant sources of potential outperformance of private equity which is being in the right companies in the right industries. In selecting stocks for the PEO PE Focus Strategy Portfolio, PEO sought both quality and value characteristics with a tilt towards smaller market caps which are segments of the market which it believes could do relatively better in the future.

“PEO is excited to partner with AAM as a Portfolio Consultant to the PEO PE Focus Strategy Portfolio, an innovative investment product that will be valuable to financial advisors and additive to their clients’ portfolios,” said Randy Cohen, Co-Founder, PEO Partners. “Together, we will deliver an investment solution that aims to access key sources of the value-add of private equity using the public markets.”

About Advisors Asset Management

For 45 years, AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. For more information, visit www.aamlive.com.

Unit Investment Trusts (UITs) are sold only by prospectus. You should consider the trust’s investment objectives, risks, charges and expenses carefully before investing. Contact your financial professional or call Advisors Asset Management at 866-606-7220 to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest or send money.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. | Registration does not imply a certain level of skill or training. | 18925 Base Camp Road | Monument, CO 80132

About PEO Partners 

PEO Partners, LLC is a leader in the emerging Liquid Private Equity Alternatives space. The firm was co-founded by Randolph B. (Randy) Cohen, Senior Lecturer of Entrepreneurial Management at Harvard Business School, and Jean-Louis Lelogeais, who co-founded SVP Global, a leading global distressed debt and restructuring investment firm.

CRN: 2024-1007-12042 R