U.S. and World Newswire
:
Business
:
Funding and Investment
News
Symphony Wealth Management Group's Ovation Fund Blazes New Trails on the Efficient Frontier and the Utilization of ETFs
Published: Mon, 30 Jan 2006, 14:27:00 GMT
ATLANTA, GA (SEND2PRESS NEWSWIRE) -- The Symphony Wealth Management Group, LLC, (www.SymphonyWealth.com) today announced the launch of their new Ovation Fund, a dynamic asset allocation fund which utilizes Exchange Traded Funds (ETFs) as its underlying holdings. The Ovation Fund is managed by Dr. William Breen.
Dr. William Breen is Emeritus Professor at The Kellogg School of Management at Northwestern University where he served as Chairman of the Finance Department, Head of Doctoral Studies, and published numerous papers, articles and books. Dr. Breen currently provides ETF portfolio strategist services to approximately 300 million dollars of assets.
"For years experts have told us that asset allocation is the most important determinant of a portfolio's performance, yet it can be difficult to assess proper positioning with static allocation models and hard-to-control allocation exposures with traditional mutual funds," said Dr. Breen, the Ovation Fund's Chief Portfolio Manager. "With the Ovation Fund, we've combined the power of a dynamic asset allocation framework to take advantage of changing market conditions, with the exceptional control that ETFs provide, and have created an investment strategy that we believe gives investors a better opportunity to realize the efficient frontier we've all heard so much about."
Dr. Breen and The Ovation Fund management team provide active asset allocation management through a mutual "fund of funds" strategy, utilizing Exchange Traded Funds rather than traditional mutual funds as building blocks. Combined with Breen's renowned approach to sound investment strategies based on good discipline, institutional asset management and academic financial economics, the Ovation Fund offers clients a dynamically managed and well diversified portfolio which is breaking new ground on the efficient frontier.
Dr. Breen's management team includes James T. Breen, Portfolio Manager, and Christopher S. Bach, Founder of The Symphony Wealth Management Group. Previously, James T. Breen served as Senior Vice President with LCG Associates, an Atlanta-based pension fund consulting firm, and as Senior Vice President at Disciplined Investment Advisors. Christopher S. Bach has over 20 years experience in Financial Services and Wealth Management, and has served as a Managing Vice President for USAllianz, Director of National Development for Triad Advisors, and Vice President of Shearson/Lehman Brothers.
For more information about the Ovation Fund please visit www.SymphonyWealth.com
Disclaimer: You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-877-328-1168 or by downloading one at http://www.symphonywealth.com/. Past performance is no guarantee of future results. Your Fund shares, when redeemed, may be worth more or less than their original cost. Distributed by Unified Financial Securities, Inc., 431 N. Pennsylvania Street, Indianapolis, IN 46204.
NEWS SOURCE: The Symphony Wealth Management Group, LLC
Send2Press® is the originating wire service for this story.
» Read More Funding and Investment News
» Other Send2Press Industry News by Category
More Information and Media Contact:
For questions about this story, contact the news source:
»
Click Here for Contact Information
THE CONTENT OF THE ABOVE NEWS STORY WAS PROVIDED BY THE NEWS SOURCE WHO IS SOLELY RESPONSIBLE FOR ITS ACCURACY. FOR QUESTIONS ABOUT THIS STORY CONTACT THE NEWS SOURCE AND NOT SEND2PRESS (THIS WEBSITE).
O T H E R R E S O U R C E S
T E R M S O F U S E
This article is Copr. © 1983-2008 Neotrope / Send2Press. Reproduction of this news article version requires written authorization. You may freely link to this article. Journalists (see the section "Journalist Resources" above) may use orig. news release as the basis for an article.
News Websites may republish the "news release" text version linked to above under "Journalist Resources" except must retain "Send2Press Newswire" as the source of this news if used verbatim. Websites which offer/sell PR or newswire services, or web promotion services, or "splogs" may NOT reprint our content in ANY form. Send2Press Newswire is a service mark of, and "Send2Press" is a registered trademark of, Neotrope. Creative Commons - Some Rights Reserved (3.0) - Attribution Required.
DISCLAIMER: the above article is believed accurate but not guaranteed, and is based on business news supplied by the source (The Symphony Wealth Management Group, LLC). The noted source is solely responsible for its accuracy. Financial/Stock news may contain forward looking statements. Neotrope/Send2Press makes no claims of accuracy or suitability for any purpose. Any opinions expressed by representatives of company(s) mentioned in news and profiles are solely those of the person indicated, and do not reflect any opinion or policy of Neotrope or Send2Press. Your use of any information contained herein is done solely at your own risk, and you are fully responsible for using any information herein, or on sites mentioned or linked to in the article. All trademarks acknowledged.
REFERENCES: Symphony Wealth Management Group's Ovation Fund Blazes New Trails on the Efficient Frontier and the Utilization of ETFs, The Symphony Wealth Management Group, LLC, Ovation Fund, Exchange Traded Funds, ETFs, Dr. William Breen, Emeritus Professor, ,The Kellogg School of Management at Northwestern University, The Ovation Fund management tea, Jan 30, 2006.
VIEWED BY MEDIA (and public): 3997 times (2 today, 5 this week,
40 this month, 384 this year)
| Lucy Hood to Deliver Keynote Presentation at Private Capital Network Breakfast Meeting |
| LBA Group Makes Premier List of the 5,000 Fastest-Growing U.S. Businesses |
| Investors Evaluate Early Stage Companies through Online Videos at PlanHeaven |
| Infrastruct Security, Inc. Exceeds $20 Million Annual Revenue with New Round of Financing |
| Social Network Technology and VoIP Provider YFonGlobal Raises Second Angel Round for a Total of $1.8 Million |
| Napatech Receives USD 7.5 Million Venture Capital Funding |
| CADFORCE, Inc. Announces $3.1 Million in Venture Capital Financing |
| Epeius Biotechnologies Corporation Receives $400,000 Grant to Support Gene Therapy Trials for Pancreatic Cancer |
| Crescent Diagnostics Secures Venture Capital Financing Investment to Advance the Development of its Novel Bone Quality Test |
| Authernative, Inc. Raises $2.5 Million in Series A Funding to Extend Its Position as Emerging Provider of User Authentication and Identity Management Solutions |
| LFR Communications, Inc. dba Graphcard.com to Raise $5,000,000 Via Private Placement |
| Napatech Receives $5 Million Venture Capital Funding |
| InSciTek Secures $2 Million in Additional Funding from Enhanced Capital Partners LLC |
| Point to Point, Inc. Announces Emergence from Bankruptcy; Components of Bankruptcy Financing |
| CADFORCE Secures $1.7 Million in Series A Funding Led By Santa Barbara-Based Venture Capital Firm, Rincon Venture Partners |
| Symphony Wealth Management Group's Ovation Fund Blazes New Trails on the Efficient Frontier and the Utilization of ETFs |
| American Finance Finalizes Agreement on Global Oil Tools' Liabilities |
| First American Makes Equity Investment in ComplianceEase - Industry-Leading Technology Providers Partner to Offer Essential Bundled Solutions |
| BRANDCONTROL.NET Receives Second Round of Venture Capital Funding |
| InSciTek Successfully Closes $4.0 Million for the Allworx Product Line |
| 25 Security Industry CEOs and Presidents Share Their Views on Growth Trends and the Business of Security |
| Young Investing Phenom Unlocks the Keys to the Stock Market |
| New Source of Financial Information has Words of Caution for Retirees |
| Lehman Brothers' Chief Investment Officer and Managing Director, Private Investment Management to Speak at New England-Canada Business Council's May Luncheon Meeting |
| The Lyamec Corporation Reaches Milestone Expansions in Great Britain, France, Canada, and Libya |
» View All News Channels
» Press Release Services
» Send2Press Home Page
|
|
|
|
|
Subscribe in a reader
PLAIN TEXT FORMAT (UTF-8)
PDF FORMAT
