Deals & People July 12, 2012

Six Financial Advisers Join Capital Investment Team

Capital Investment Companies has added Charles Pendergraft II, John Zachary Carnes, Cort Meinelschmidt, Chelsea Miller, J. Marshall Culp III and James Beam as advisers. 
Reported by

Pendergraft is president of The Pendergraft Group Planning and Asset Management LLC, which has offices in Charlotte and Hickory, North Carolina. He has his Series 7, 63 and 65 securities licenses as well as his Life, Accident & Health and Variable insurance licenses. Pendergraft was most recently with Merrill Lynch.

Carnes, who was most recently with HD Vest Investment Services, has his Series 6, 7 and 63 securities licenses. He is with Zack Carnes CPA, CFP LLC, based in Kennesaw, Georgia.

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Meinelschmidt is with Sentinel Capital Solutions in Hagerstown, Maryland, a registered investment adviser, which he began in 2011. He has his series 7, 63 and 66 securities licenses as well as Life and Health and Variable insurance licenses. Meinelschmidt was previously with WFG Investments Inc. and LPL Financial LLC.

Miller, who worked at Sentinel Capital Solutions with Meinelschmidt, was most recently affiliated with WFG Investments Inc. She has her series 7 and 63 securities licenses as well as Life and Variable insurance licenses.

Culp comes to Capital from H. Beck Inc., where he served as a registered representative. Culp is registered with Capital Investment Group Inc. and Capital Investment Advisory Services LLC, and is in Raleigh, North Carolina. He has his series 7, 63 and 65 securities licenses as well as Life, Accident/Health and Variable insurance licenses.

Beam is registered with Capital Investment Group Inc and will work at the Charter Financial Group office in Hickory, North Carolina. He has his series 7 and 63 securities licenses as well as Life, Accident/Health and Variable insurance licenses. Beam was most recently with Allstate Financial Services LLC.

Capital Investment  is one of the largest independent financial services and brokerage firms in the Southeast.

 

Products July 12, 2012

Zephyr Upgrades Analytics Center

Mutual fund data was made available on Zephyr Associate Inc.’s website for investment professionals globally, StyleAdvisor.com.
Reported by

The primary enhancement to the Analytics Center is complimentary mutual fund analysis along with the separately managed accounts (SMAs) analysis, which was previously available in the center. The analytics were also expanded using a series of tabs that allow investment professionals to access returns, peer comparison, risk return and modern portfolio theory.

“We decided to start with a high-level overview and allow the adviser to drill down deeper and deeper to get all the information they need about any particular fund,” explained Will Clemens, Zephyr’s chief executive. “This is one of the most advanced analytics modules available on the market. Since it’s based on HTML5, it works seamlessly on iPads, other tablets and smartphones.”

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The enhanced analytics are also available within the Analytics Center in Zephyr OnDEMAND, a Web-based reporting tool that allows asset managers and investment advisers to generate compliance-approved reports from any location. The tool contains features not available on StyleADVISOR.com, such as one-click analysis and multiple benchmarks.

Parameter sets such as appropriate benchmark or specific time period previously defined by the client’s site administrator now show within the Analytics Center. The end user can select items and add them to the analysis. 

OnDEMAND users can compare a product with the performance of multiple benchmarks in the Analytics Center. Previously, the choice was between the market or the style benchmark—not both. This change makes it possible to choose one or more funds and compare their performance to multiple benchmarks. The expanded suite of tools in OnDEMAND will increase users’ operational efficiency, Clemens said.

Zephyr, a provider of portfolio analysis software and reporting, has headquarters in Zephyr Cove, Nevada. More information is available here.

 

 

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