Peter-Eric Philipp CFA Offers Curian Capital Managed Accounts Program
SAN FRANCISCO, CA (PRWEB) April 26, 2004 -– Peter-Eric Philipp, a Financial Advisor with Cambridge Investment Research, Inc. a Federal Registered Investment Advisor, announced today an innovative alternative to mutual funds now available in the San Francisco Bay Area.
Up until now, mutual funds may have been your best opportunity to have professional money management and to own a diversified portfolio of securities," said Peter-Eric Philipp, a San Francisco-based Financial Advisor. However, given the recent mutual fund scandals, I believe there is now a better way to manage your money."
In conjunction with Curian Capital, I can now offer investors an alternative to mutual funds," Peter Philipp explains. With this unique program, your account will be diversified with up to 20 professional money managers with an account minimum of only $25,000. In the past, this high level of diversification could have required account minimums of $500,000 or more."
Other benefits of Curians Managed Accounts program include:
• Direct ownership: Investors own shares of each company in their account—not pro-rata shares of a mutual fund
• Transparency: Complete access to account holdings, transaction history and fee disclosure anytime via the internet
• Objectivity: Trading is conducted impartially and without regard to asset size or account ownership
Investors can now enjoy the benefits of managed accounts which were previously reserved for only the wealthiest investors — customized asset allocation, true diversification, proactive tax management and access to institutional money management.
For more information about Curians Managed Accounts program, please contact Peter-Eric Philipp at 415-677-9300 or Peter@PeterEric.com.
About Curian Capital
Curian Capital LLC is an indirect subsidiary of the United Kingdoms Prudential plc, a leading international financial services group with operations in the U.K. and Europe, Asia, and the United States (not affiliated with Prudential Financial), and more than $250 billion of assets under management. Headquartered in Denver, Colorado, Curian is a registered investment advisor providing innovative fee-based managed accounts and investment products to financial professionals through a state-of-the-art technology platform.
About Peter-Eric Philipp, CFA
Peter-Eric Philipp is a Financial Advisor with Cambridge Investment Research. With over 15 years experience in financial services, Peter specializes in helping clients make smart choices about their money. In 1994, Peter became a Chartered Financial Analyst (CFA) – the only globally recognized investment designation. As a CFA, Peter emphasizes a disciplined and objective approach to investing. This experience sets Peter apart from most other advisors and allows his clients to benefit from advanced institutional-style portfolio management.
About Cambridge Investment Research, Inc.
Established over 20 years ago, Cambridge Investment Research is an independent broker/ dealer and registered investment advisor with over 600 investment professionals nationwide.
Media Contact:
Jim Oswald
Oswald Media Communications
(415) 552-5113
jim@oswaldmedia.com
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