Securian Trust Company Appoints New President

Securian Trust Company, N.A. announced that Sarah Monke was appointed president. 

Monke joined Securian Financial Group’s broker-dealer, Securian financial Services, Inc., in 1999. She moved from TCF Bank where she served as chief compliance officer of their broker-dealer subsidiary.   

Starting as registered investment advisor compliance officer at Securian, she also helped create the investment advisory supervisory and compliance program at Securian Financial Services, according to the announcement. Most recently, she was manager of compliance services.

“Sarah understands what our advisers need to help clients succeed,” said Georg I. Connolly, president of Securian Financial Services, in the announcement. 
  

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Monke earned her bachelor’s degree from the University of Minnesota and her law degree from Hamline University School of Law.

More about the company is at http://www.securian.com/Trust/home.asp.

 

MPA Offers Managed ETFs in Schwab Access Program

Managed Portfolio Advisors (MPA), a division of Nataxis, has recently teamed up with Litman/Gregory to offer managed exchange-traded fund portfolios in Schwab’s Access program.

According to an announcement, the suite of five portfolios is spread across the risk spectrum, designed to meet the investment goals of a wide universe of investors.   

The Litman/Gregory investment team makes tactical changes to the portfolio weights and asset class exposure in an effort to both protect the portfolio in down markets and capitalize on opportunities by purchasing asset classes determined to be undervalued. MPA uses proprietary algorithms to apply a tax overlay for taxable clients.   

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The portfolios primarily utilize ETFs to gain desired asset class exposures but also use mutual funds to gain exposure to asset classes where there is not a viable ETF option, the announcement said.  

More about MPA is here. 

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