CONTACT:

Catherine Drury
JConnelly
(646) 922-7773
cdrury@jconnelly.com

Advisors Asset Management Surpasses $1 Billion in Cohen & Steers UIT Sales


MONUMENT, COLO. — September 19, 2018 — Advisors Asset Management (AAM) announced today that it exceeded $1 billion in sales in unit investment trusts (UITs) where Cohen & Steers serves as the portfolio consultant.

Cohen & Steers is a New York-based global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, commodities and natural resource equities, as well as preferred securities and other income solutions. The AAM UITs offer a focused selection of proprietary UITs with an emphasis on solid investment disciplines and specific asset classes. Cohen & Steers has a long-term record of utilizing its portfolio strategy expertise to build innovative portfolios that can potentially benefit from longer-term market trends.

"Our partnership with Cohen & Steers allows investors to gain access to a large and experienced team recognized for bringing best-in-class investment solutions to clients," said Richard Stewart, CFA, Executive Vice President UITs at AAM. "Our commitment to partnering with high-quality managers ensures our investors receive access to innovative investment strategies."

Cohen & Steers is the portfolio consultant to:

  • Cohen & Steers Preferred Income Opportunities Portfolio
  • Cohen & Steers Convertible & Income CE Portfolio
  • Cohen & Steers Covered Call & Income Strat C/E Portfolio
  • Cohen & Steers Equity Dividend & Income C/E Portfolio
  • Cohen & Steers Global Covered Call & Inc Strat C/E Portfolio
  • Cohen & Steers Senior Variable Rate & Income C/E Portfolio
  • Cohen & Steers California Municipal Closed-End Portfolio
  • Cohen & Steers Municipal Closed-End Portfolio
  • Cohen & Steers MLP, Midstream & Energy Income C/E Portfolio
  • Cohen & Steers Real Estate Income Strategy Portfolio
  • Cohen & Steers Dynamic Income Portfolio

"Our team’s focus on companies that have the potential to deliver real sustainable earnings growth irrespective of global macro headwinds is the key to our long-term investment success,” said David Edlin, Executive Vice President of Cohen & Steers. “This stepping stone reflects the success of a comprehensive, disciplined investment process that underlies all of our specialized asset class strategies."

 

About Advisors Asset Management

For nearly 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 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 are offered through a 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 adviser.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value. For informational purposes only and not a recommendation to purchase or sell any security.

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: 2018-0824-6854 R