This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Huntington Asset Services, Inc. Provides Mutual Fund Launch Support To Bradley, Foster & Sargent, Inc.

Stocks in this article: HBAN

Huntington Asset Services, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN; www.huntington.com), assisted Hartford, Connecticut-based Bradley, Foster & Sargent, Inc. with the launch of its BFS Equity Fund. Huntington Asset Services is a provider of fund administration and accounting, as well as distribution, tax and transfer agency services.

“Bradley, Foster & Sargent’s decision to select Huntington Asset Services to launch its new equity fund speaks to our expanding industry reputation, especially to those who are looking for a comprehensive suite of services and distribution support,” said Joe Rezabek, president of Huntington Asset Services. “We are a turnkey solution for advisors like Bradley, Foster & Sargent who want to concentrate on the investment management of their clients’ assets, as well as on servicing their customers to the highest degree, while leaving back office fund administration and operational services to the experts.”

Huntington Asset Services has more than 40 years of experience in all facets of asset services, including fund administration, fund accounting, transfer agency, shareholder services, custody, distribution, compliance and series trust solutions. This team of professionals has comprehensive knowledge in how to successfully launch a new mutual fund into the marketplace.

“We chose Huntington Asset Services to help us successfully launch the BFS Equity Fund because of their start-up expertise and back office experience in guiding firms like ours through a host of operational and regulatory requirements,” said Robert H. Bradley, president and chief executive officer for Bradley, Foster & Sargent. “Our firm prides itself on being independently owned and able to give each of our clients the individualized time and attention they require to be successful. Utilizing the services of Huntington Asset Services has allowed us to focus on investment research and portfolio management, as well as on delivering superior service to our clients.”

The investment objective of the BFS Equity Fund is long-term appreciation through the growth of principle and income. The Fund will invest primarily in the common stocks of large capitalization U.S. companies, which Bradley, Foster & Sargent believe to be of high quality. The Fund may also invest in similar foreign companies either directly or through American Depository Receipts (ADRs), which are receipts issued by U.S. banks for shares of a foreign corporation that entitle the holder to dividends and capital gains on the underlying security. The BFS Equity Fund may also invest in cash and other cash equivalents. As of December 31, 2013, Bradley, Foster & Sargent had client assets under management of approximately $2.48 billion.

 

Not FDIC Insured

     

No Bank Guarantee

     

May Lose Value

Not a Deposit

Not Insured By Any Federal Government Agency

 

About Bradley, Foster & Sargent

Bradley, Foster & Sargent is an investment advisory firm providing high-quality, customized investment management services to individuals, families and institutions. Located in Hartford, Connecticut, the firm is independently owned and managed by the principals of the firm. The company’s institutional clients include tax-exempt charitable organizations and retirement plans, which have their own set of requirements involving capital preservation, appreciation and income to fund operations. The size of client relationships generally range from portfolios totaling $1 million to tens of millions of dollars for individuals, trusts, endowments and pension plans.

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,900.32 +95.52 0.54%
S&P 500 2,071.46 +0.81 0.04%
NASDAQ 4,771.4890 +6.1090 0.13%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs