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Advisors Asset Management’s ACT-Navellier/Dial High Income Opportunities Portfolios Surpass $2 Billion In Sales
MONUMENT, COLO. — August 14, 2017 — Advisors Asset Management (AAM) announced today that its ACT-Navellier/Dial High Income Opportunities Portfolios have exceeded $2.0 billion in sales.
The ACT-Navellier/Dial High Income Opportunities Portfolios are unit investment trusts (UITs) that attempt to deliver high current interest income and capital preservation by investing primarily in investment-grade corporate bonds. The portfolios were selected by Navellier & Associates, Inc. with assistance from Dial Capital Management, LLC. All bonds in the portfolios were selected only after determining that their issuers potentially had sufficient cash flow and financial stability to meet their obligations over various economic scenarios.
“We are immensely proud to be associated with AAM and the more than $2 billion raised in the Navellier/Dial BBB Investment Grade bond UITs, which are designed to protect investors from both redemption and duration risk, while providing a consistent income stream for retirement,” said Louis Navellier, Chief Investment Officer and CEO of Navellier & Associates, portfolio consultant.
Richard Stewart, CFA, Executive Vice President, UITs at AAM, commented: “In light of the ongoing low-interest-rate environment, we believe these UITs continue to be an attractive option for advisors seeking to provide their clients with income for retirement. This diversified offering is something very few advisors could replicate on their own. It is an ideal solution for today’s low-interest-rate environment.”
Learn more at https://www.aamlive.com/uit.
About Advisors Asset Management
For more than 35 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 and the fixed income markets, as well as portfolio analytics. 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 visit Advisors Asset Management online at www.aamlive.com/uit 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. Investors also should consult a tax professional regarding the tax implications associated with investing in UITs. Securities offered through your financial professional.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity within the meaning of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisers.
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
CRN: 2017-0809-6092 R