Press Releases


Advisors Asset Management Partners with ISI Inc. to Launch New Unit Investment Trust

American Renaissance Portfolio Invests in Companies Poised to Benefit from U.S. Economic Growth

MONUMENT, CO. – January 28, 2014 – Advisors Asset Management (AAM),

has teamed up with International Strategy and Investment, Inc. (“ISI Inc.”), the money management arm of International Strategy & Investment Group LLC to launch a new unit investment trust (UIT), the American Renaissance Portfolio, Series 2013-1.

The UIT seeks to achieve above-average total return primarily through capital appreciation. ISI Inc. acts as the UIT’s portfolio consultant, selecting stocks that have the potential to benefit from the firm’s three “American Renaissance” economic growth drivers — resurgence and renewed competitiveness of U.S. manufacturing, U.S. energy independence resulting from growing production of low-cost energy, and favorable long-term labor costs and demographics.

“We are confident that our partnership with ISI will provide investors with a timely and cost-efficient opportunity to take advantage of promising trends in the U.S. economy,” said Richard Stewart, CFA, Senior Vice President of UITs at AAM. “This is the latest example of our commitment to teaming up with best-in-class managers to ensure investors receive access to high-quality, sophisticated investment strategies. We are strong believers in the thematic approach to investing and we are pleased with the initial level of interest.”

ISI has a long track record of providing investment advice based on its leading macro and fundamental research. Ed Hyman, Chairman and Founder of ISI, has been ranked No. 1 in the area of Economics by Institutional Investor for 34 consecutive years.

AAM has previously partnered with large, reputable research and investment firms such as Navellier & Associates Inc., Cutwater Asset Management Corp., Bahl & Gaynor, Inc. and HIMCO, The Hartford Financial Services Group Inc.’s money management arm, to deliver proven UIT strategies to a broad investor audience. AAM’s assets under supervision totaled approximately $9.2 billion as of December 31, 2013.

“We are excited to be part of the AAM network and its exceptional distribution capabilities. ISI strives to be the Street's best investment research resource for money management performance. We are pleased to partner with AAM to bring some of our best ideas to the retail investment community.The American Renaissance UIT is ISI’s first pure equity-oriented portfolio offered to the public and fits well into AAM’s strong lineup of portfolios based on independent ideas,” said Bernhard Koepp, Senior Managing Director at ISI Inc. and Portfolio Consultant of the UIT.

For more information about AAM and ISI Inc., please visit and, respectively. For media inquiries, please contact Chris Moon at 973-850-7304 or

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 visit Advisors Asset Management online at to obtain a prospectus, which contains this and other financial information about the trust. Read it carefully before you invest or send any money. As with any investment, investors may lose money by investing in UITs and the trust may not perform as well as expected. Investing in a UIT is a long-term strategy and investors should consider their ability to invest in successive trusts. Investors also should consult a tax professional regarding the tax implications associated with investing in UITs.

Securities offered through your financial professional.

About Advisors Asset Management

For more than 30 years, Advisors Asset Management (AAM) has been a trusted investment solutions partner for financial advisors and broker/dealers. AAM provides a diverse range of innovative, high-quality products and support services that enable advisors to meet their clients’ needs. It offers access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products, the fixed income markets, as well as portfolio analytics. In addition, the firm offers highly specialized sales support services to advisors on an ongoing basis. AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit  

CRN: 2014-0116-4040 R