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Advisors Asset Management’s ACT-Navellier/Dial High Income Opportunities Portfolios Celebrate 10-Year Anniversary
MONUMENT, COLO. — June 18, 2019 — Advisors Asset Management (AAM) a leading provider of income-focused solutions that financial advisors utilize to help meet client needs and expand their businesses, announced that its ACT-Navellier/Dial High Income Opportunities Portfolios is celebrating their 10-year anniversary this June.
The ACT- Navellier/Dial High Income Opportunities Portfolios are unit investment trusts (UITs) that offer investors the opportunity to earn competitive yields from a variety of investment-grade bonds. The portfolios were selected by Navellier & Associates, Inc. with assistance from Dial Capital Management, LLC.
"When we partnered with AAM a decade ago to launch this strategy, we sought to provide investors with affordable access to investment-grade corporate bonds while offering the potential for a consistent stream of income," said Louis Navellier, Chief Investment Officer and CEO of Navellier & Associates, portfolio consultant.
The ACT-Navellier/Dial High Income Opportunities Portfolios provides investors with the opportunity to own a variety of investment grade corporate bonds. Creating the same portfolio may be difficult and/ or expensive for individual investors to achieve on their own. The permanence and definition of a UIT provides full transparency of the underlying bonds. Investors know the exact securities initially included in the portfolio, when the UIT is scheduled to mature, and what income stream the UIT is expected to generate.
"We’ve remained disciplined in our investment approach during the strategy’s tenure, focusing on using a systematic method to identify opportunities while attempting to limit investor risk,” said Richard Stewart, CFA, Executive Vice President, UITs at AAM. “With the continued low-interest rate environment, UITs can be an attractive option for advisors seeking income during their client’s retirement as duration risk remains top-of-mind."
About Advisors Asset Management
For 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs (unit investment trusts), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products, the fixed income markets, portfolio analytics and now exchange-traded funds (ETFs). 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. | 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com
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