Curian Capital, LLC ( www.Curian.com), a registered investment advisor that provides an innovative fee-based wealth management platform to financial professionals, today announced that it has expanded its Custom Style Portfolios with the addition of the Curian Dynamic Risk Advantage SM Strategy and the Curian Enhanced Real Return Strategy. The new strategies provide advisors and their clients with a broader range of investment options to help them address changing market and economic conditions. Curian’s new Dynamic Risk Advantage Strategy is a tactical asset allocation strategy that seeks to systematically reduce risk exposure in a client’s portfolio when higher-risk assets are in decline, and increase risk exposure when these assets are trending positive. The asset manager utilizes growth-oriented investments with complementary correlations and lower-risk investments that are expected to demonstrate stability through all market cycles. The strategy is actively managed by Curian, with Mellon Capital Management Corporation (MCM) acting as a non-discretionary sub-advisor and can serve as a complement to a broader portfolio to affect overall risk. The Enhanced Real Return Strategy is proprietary to Curian and provides a means of helping investors protect their assets against the effects of inflation. The strategy invests in a portfolio of actively managed inflation-linked bonds and commodity-based securities. Curian introduced the Enhanced Real Return Strategy in anticipation of elevated inflation concerns that typically accompany a global economic recovery as well as the unprecedented level of monetary stimulus following the financial crisis. The strategy is sub-advised by Armored Wolf, LLC, an investment management company founded in 2008 by John Brynjofsson, who previously spent ten years managing the industry’s largest inflation-linked bond and commodities funds at PIMCO. “The investing landscape is constantly evolving as market conditions change and the economic environment fluctuates. Today’s investors are seeking more extensive options and a higher level of control over their portfolios than they did prior to the downturn, and advisors must be able to meet those demands with a flexible and comprehensive range of solutions,” said Michael Bell, president and CEO of Curian Capital. “Curian addresses the shifting needs of advisors and investors by continually expanding our product offering and adding customization features to the platform. The new strategies build on all of our previous enhancements to create a complete wealth management solution.”
During the past 12 months, Curian has added a number of new investment options and strategies. In February 2009, the firm introduced an alternatives asset class that invest primarily in commodities, foreign currencies and private equity. In April, Curian launched its Tactical Advantage Strategy, which uses a dynamic asset allocation approach that seeks to capture opportunities for growth while actively managing risk. In August, the firm added a Cash Management Program with check-writing features and an FDIC- insured Money Market Deposit account that insures up to $750,000 in client deposits.Curian also unveiled a major enhancement in August, with the launch of its Custom Wealth Platform (CWP). The CWP, a Unified Managed Household (UMH) solution that offers investors an aggregated view of their Curian holdings, represents the culmination of Curian’s ongoing initiative to develop a comprehensive investment management solution that is consolidated on one flexible platform. “The feedback we have received from advisors is that they are looking for a platform that is flexible, easy to use and features a broad range of investment options, from equities to cash,” said Chris Rosato, senior vice president of strategic development for Curian. “By developing and delivering a truly comprehensive spectrum of asset allocation strategies and investment vehicles, we are helping advisors minimize the time spent on portfolio construction so they can focus on servicing clients and building their business.” For more information about Curian’s Custom Style Portfolios and the new Dynamic Risk Advantage and Enhanced Real Return strategies, as well as the firm’s other available investment options, registered investment advisors, broker-dealers and financial institutions can visit www.curian.com or contact the Curian Sales Desk at (877) 847-4192. About Curian Capital Curian Capital, LLC ( www.Curian.com) is a registered investment advisor providing innovative fee-based separately managed accounts to financial professionals through a state-of-the-art technology platform. The company has $3.6 billion in assets under management as of 12/31/09, and ranks among the top 10 third party managed account vendors in the industry by AUM (source: Cerulli Associates). Curian Capital is an indirect subsidiary of Prudential plc (NYSE: PUK), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies constitute one of the world's leading financial service groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for over 160 years and had more than $468 billion in assets under management as of 12/31/09. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.
Mellon Capital Management and Armored Wolf, LLC are registered investment advisors and are not affiliated with Curian Capital, LLC or Curian Clearing, LLC.