Products June 21, 2010

Huntington Asset Advisors to Launch ETFs

Huntington Asset Advisors Inc., an investment advisory arm of Huntington Bank, has filed with the Securities and Exchange Commission (SEC) to establish and offer two actively managed Exchange-Traded Funds (ETF).
Reported by

The Huntington Ecological Strategy Fund and the Huntington Global Rotating Strategy Fund are expected to launch first quarter of 2011, according to a press release.   

Randy Bateman, president and chief investment officer of Huntington Asset Advisors, said in the announcement that the Ecological Strategy Fund will hold stocks aligned to one or more environmental themes that also screen out as superior investments. The Global Rotating Strategy Fund will shift holdings among equity market segments, such as large-cap and mid-cap and within industry sectors as well, offering the greatest potential for capital appreciation.   

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More information will be available at http://www.huntingtonfunds.com.
Products June 21, 2010

OneFiduciary Group Partners with Shepherd Kaplan

As of June 1, 2010, OneFiduciary Group has joined forces with Shepherd Kaplan, LLC, an independent fiduciary.
Reported by

A press release said both companies could deliver an enhanced level of investment thought leadership and fiduciary protection by joining forces. OneFiduciary will now be able to provide clients with enhanced and additional services that were not formerly available.    

In addition, its technology and investment analytics will be upgraded to an industry leading standard, according to the announcement.   

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Together, the firms will have more than $4 billion in assets under management, and 39 employees, including 16 investment professionals.    

Shepherd Kaplan assists corporate and institutional clients in prudently managing their fiduciary responsibilities, providing each client with a set of resources to oversee portfolio design, investment research, investment monitoring, and cost control issues. In addition, the firm provides an educational curriculum for board members and plan participants.   

More information about OneFiduciary Group is at http://www.onefiduciary.com, and more information about Shepherd Kaplan is at http://www.sk-llc.com.

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