New Mutual Fund Family Launched
YieldQuest Advisors has launched a family of three no-load, open-end mutual funds.
The YieldQuest Total Return Bond Fund is an
intermediate-term, high-quality bond fund that utilizes an active
approach by attempting to take advantage of inefficiencies in the
taxable fixed-income markets. A similar strategy is employed on the
tax-free side through the YieldQuest Tax Exempt Bond Fund. The
YieldQuest Core Equity Fund utilizes a slightly contrarian, active,
sector-rotation approach, while again trying to find inefficiencies in
the marketplace.
Atlanta-based YieldQuest Advisors LLC seeks to
provide advisors and their clients with risk-adjusted returns that are,
after fees, superior when compared to other separate account managers,
open-end funds or portfolios of individual bonds or stocks. The firm
specializes in providing separate account management services to
registered investment advisors, asset managers and financial planners.
Its platform offers fixed-income and equity portfolios.
Clients are informed of market conditions and
current strategies through commentary, e-newsletters and alerts,
conference calls and customized portfolio reports.
For more information, call 1-866-973-8637, e-mail [email protected] or visit www.yieldquest.com.
TimerTrac.com Offering
E-Mail Service
Benchmarking service TimerTrac.com has launched a free e-mail broadcast service.
TimerTrac Broadcast includes brief commentaries from
participants in TimerTrac.com‚s subscription-based ranking service,
where their performance, based on daily recommendations, can be viewed,
ranked and charted against major indices and each other.
For more information visit www.timertrac.com.
Online Banking Services
Trade-PMR, an online discount broker, has opened
Trade-PMR Bank, an online bank offering checking and savings accounts,
traditional and asset-backed loans and cash management services to
independent RIAs using Trade-PMR brokerage services. To learn more
about TradePMR Bank contact Jay Stillman at (215) 861-7893 or visit
www.tradepmrbank.com.
401k Provider Targets Small Businesses
Decimal Inc., (www.theonline401k.com) offers a small
business 401(k) solution, The Online 401(k), which specializes in small
plans.
The program allows advisors to manage the
investments for a 401(k) plan with little restriction on the
investments used. Decimal provides customized marketing materials and
proposals to help advisors market and manage the plans.
The Investment Center Continues Expansion
The Investment Center Inc., a New Jersey-based
independent broker-dealer, has acquired PGP Financial, a Long Island,
N.Y., broker-dealer with 30 advisors.
"PGP and The Investment Center are a good fit, and
we are confident that PGP‚s representatives and clients will continue
to enjoy a level of dedicated service and support that they are
familiar with." says Ralph DeVito, president and CEO of The Investment
Center. "We are in the midst of a strong expansion program, and adding
PGP was an easy choice, given the similarity in philosophy and business
style between our two firms."
Founded in 1986, The Investment Center Inc. has 300
affiliates. For additional information contact Rick Morelli at
800-345-8041, or visit www.investmentctr.com.
New Fund Of Funds Offered
MFS Investment Management has launched the MFS
Lifetime Funds, fund of funds allowing investors to diversify their
portfolios based on a target maturity date.
Four of the MFS® Lifetime Funds have target maturity
dates, allowing investors to choose the time horizon that works best
for their specific financial goals. These funds automatically rebalance
their holdings over time, shifting from more aggressive investments
early to more conservative investments as the target date nears.
ADVISOR EMPORIUM
March 1, 2006
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