Monday, May 29, 2017

Curian Investments

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SUPPLEMENT DATED SEPTEMBER 10, 2012 TO THE SUMMARY PROSPECTUS ...
Income Fund, Curian Guidance – Moderate Growth Fund, Curian Guidance – Maximum Growth Fund, Curian Guidance – Tactical Moderate Growth Fund, Curian Guidance – Tactical Maximum Growth Fund, Curian Guidance – x Risks of investments in Russia ... Retrieve Document

Jackson National Life - Wikipedia
Jackson National Life Insurance Company was formed with the launch of National Planning Corporation and the acquisition of SII Investments, Inc. Jackson entered the registered investment adviser channel with the launch of Curian Capital LLC. ... Read Article

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Leumi Investment Services Inc.
Leumi Investment Services Inc. Phone: (212) 407-4353 Curian Capital LLC, or SEI Investment Management. These choices offer customers a connection to asset managers offering type of investments in the portfolio, ... Retrieve Content

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CUrian Capital STRATEGY Guide - Static.contentres.com
Curian’s Portfolios moves up and down – just as most investments do as the market fluctuates. When the blue line falls above the green line, your expectations are surpassed, and you are pleased. ... Document Retrieval

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Insurance / Investment Companies - Fortune Financial Services
Insurance / Investment Companies AIG - American General Curian Capital Guardian Insurance & Annuity AIG Minnesota Life Putnam Investments Waddell & Reed Morningstar Quaker Funds - Quasar Wells Real Estate Fund ... View Doc

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The Benefits Of Long-Term Investing - Nelson Securities
The Power of Long-Term Investing Curian’s Custom Style Portfolios provide you with customized control of your investments — an exciting new opportunity for investing. With a Custom Style Portfolio, you enjoy: • Custom asset allocation ... Read Document

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National Planning Holdings, Inc. Launches - Investment Centers
National Planning Holdings, Inc. Launches WealthOneSM NPH has contracted with Vanguard, JP Morgan, UBS, Standard & Poor’s, Russell Investments, Lazard, Avatar Associates WealthOne’s Custom Style Portfolio Solutions are actively managed separate accounts from Curian Capital ... Doc Viewer

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Curian Clearing Home Page - Curian Clearing
Mail: Curian P.O. Box 173919 Denver, CO 80217-3919. PLEASE NOTE: All inquiries related to Curian accounts must be submitted directly by the account holder (not the financial advisor) to the following address: Curian Clearing, PO Box 173919, Denver, CO 80217-3919. ... Fetch Full Source

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Firms Accepting ESignature Transfer Forms - CLS Investments, LLC
Firms Accepting eSignature Transfer Forms A.G. Edwards ABN Amro Group Allen & Co. (Florida) Allen & Co. Curian Clearing Cutter & Co. D.A. Davidson Daiwa Securities Howe Barnes Investments HSBC Securities Hilliard Lyons Huntleigh Securities ... Fetch Content

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S&P Dow Jones Indices Forum
S&P Dow Jones Indices Forum Not For Public Distribution. Curian Capital, LLC acts as a Registered Investment Advisor for Curian Custom Style Portfolios. Curian Clearing, LLC Investments and allocations are subject to cha nge. ... Fetch Full Source

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Curian Tactical Advantage 60 Strategy - ETF
Clients' initial investments occur at current market weights, Curian Capital, LLC, Described below are the current target allocations for the Curian Tactical Advantage 60 Strategy as of the early Jan 2015 model update. ... Retrieve Doc

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Curian Capital - Cfginc.com
Curian Capital. Custodians: Curian Clearing Corporation. Programs: Curian Capital has taken the power of separately managed accounts traditionally reserved for the wealthy ... Document Retrieval

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1 Summary Prospectus – April 28, 2014, as amended June 23, 2014 Curian Guidance – Institutional Alt 65 Fund Before you invest, you may want to review the Fund’s Prospectus, which contains more information about the Fund and its risks. ... View Document

Curian Capital Exits The Business, What Now? - YouTube
Laguna Hills-based Claraphi Advisory Network , LLC., reaches out to financial advisors orphaned by Curian Capital’s unexpected announcement that it will shut ... View Video

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Let Your Values Guide Your Investments
Let Your Values Guide Your Investments Navigate Financial helps you align your portfolio with your values Socially responsible investing (SRI) is an approach to ... View Full Source

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TAXES CAN BE A DRAG - Bpgnetwork.com
The negative effect of taxes on investments is called tax drag. By gradually eroding your taxable portfolio returns, Curian Capital, TAXES CAN BE A DRAG Boost the tax efficiency of your portfolio ... Retrieve Here

Curian Investments

Curian’s Manager Selection Process - GCD Advisors
It’s important to realize that investments in a managed account involve investment risk, including possible loss of principal amount invested. Curian conducts similar on-site diligence for platform candidates. Once a money manager is added to the ... Access Content

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ADV Part 2A, Appendix S Fee Program Brochure”
“Wrap Fee Program Brochure” INVEST Financial Corporation 12750 Citrus Park Lane, Suite 300 Tampa, FL 33625 (800) 242-4732 www.investfinancial.com investments are more risky than others), and other factors that may be relevant to your situation ... Fetch Document

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NUMBER PARTICIPANT ACCOUNT NAME 0 SERIES
0280 u.s. bancorp investments, inc. 0283 wilson-davis & co., inc. 0284 td prime services llc: 0286 sg americas securities, llc: 0287 marsco investment corporation: 0294 quantex clearing, llc: 0295 virtu americas llc. number participant account name ... Read Document

Turnkey Asset Management Program - Wikipedia
A turnkey asset management program (TAMP) allows independent financial advisors, Fund Quest, Assetmark, Lockwood, Prudential Financial, Russell, SEI Investments and SunGard. The growth of the TAMP market (1000% since the market first emerged) ... Read Article

Curian Investments

Fund Company Directory - BB&T Bank
Curian Capital (877) 847-4192 Oppenheimer Funds (800) Life (Premier Care) 888-837-8172 Federated Investors (800) 245-5051 Pacific Life Indexed Annuity 800-722-2333 Fidelity Investments (800) 522-7297 Pioneer (800) 225-6292 Fund Company Directory. ... View Document

FOLIOfn - Wikipedia
FOLIOfn This article has multiple issues. Please help FOLIOfn Investments, Inc., the company offers an integrated brokerage and technology platform featuring its patented Folio trading capability, as well as execution FOLIOfn Inc. has licensed a subset of its patents to Curian Capital LLC. ... Read Article

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The Tactical Advantage Strategy - Select Portfolio
To learn more about the Curian Tactical Advantage Strategy, please contact your Financial Professional today. Cyclical trends provide processing and custody services. Investments in the Curian Custom Style Portfolio Program involve investment risk, including possible loss of principal ... Return Document

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Folio Institutional Welcomes Curian Capital Advisors, Offers ...
Folio Institutional Welcomes Curian Capital Advisors, Offers Seamless Migration Path McLean, VA – August 3, 2015 – In the wake of Curian Capital’s recent decision to stop accepting new advisory clients, Folio Institutional, a division of FOLIOfn Investments, Inc., ... Read Content

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