PARSIPPANY, N.J., Jan. 11, 2011 /PRNewswire/ -- Hennion & Walsh, one of the nation's premier providers of investment services and an advocate for individual investors, today announced a new marketing and distribution partnership with NAV Capital Partners (NAVCAP), a third party marketing firm serving asset management companies. The new partnership will expand distribution for Hennion & Walsh's SmartTrust® UITs and SmartGrowth® Mutual Funds, reflecting the company's focus on bringing innovative investment strategies to more individual investors.
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"At Hennion & Walsh, we are actively expanding our asset management business. This new partnership with NAVCAP reinforces our ability to bring to market the investment opportunities that investors seek today," said Bill Walsh, President and Partner at Hennion & Walsh. "NAVCAP will help to further complement our existing marketing and distribution team as we continue growing our lineup of Smart portfolios."
"We're very pleased to start working with Hennion & Walsh, which represents precisely the type of high-quality asset management firm that we specialize in serving," said Ralph Allen, Managing Principal for NAVCAP. "We look forward to deepening Hennion & Walsh's footprint in the retail marketplace."
Hennion & Walsh is the Investment Adviser to the SmartGrowth® Mutual Funds, a series of three target-risk mutual funds designed to address the diverse objectives, time horizons and risk profiles of investors across the risk/reward spectrum. In addition, the company offers 14 unit investment trust (UITs) under the SmartTrust brand.
"Our agreement with NAVCAP casts a wide net among the individual investors who are at the core of our client base, and we are excited to boost distribution of our innovative income and growth portfolios, through their financial advisors, for their benefit," said Rich Hennion, Partner of Hennion & Walsh.
Kevin Mahn, Managing Director and Chief Investment Officer at Hennion & Walsh, added, "NAVCAP is seasoned in the financial industry and brings deep experience, as well as meaningful relationships, to help us expand access to our diversified portfolio strategies."
For more information about the SmartGrowth mutual funds and SmartTrust UITs can be found at www.smartgrowthfunds.com and www.smarttrustuit.com, or by calling 888-505-2872.
About Hennion & Walsh
Hennion & Walsh (www.hennionandwalsh.com), a full service brokerage firm specializing in municipal bonds, was founded in 1990 by Richard Hennion and Bill Walsh. Their mission is to be the individual investor's fiercest and most passionate advocate. Investment guides, webinars, seminars and online content are just some of the ways they help investors become better informed and make better investment decisions. The firm has built its reputation on developing strong, mutually beneficial relationships designed to last a lifetime, serving over 15,000 clients with brokerage accounts and managed portfolios. They are committed to providing individual investors with the institutional-quality service and guidance they believe they are entitled to. Additional information is available at www.hennionandwalsh.com.
About NAV Capital Partners
NAVCAP® is a third party marketing company focused on sales, marketing, and active distribution for Unique & Boutique™ high quality asset managers and other related firms. We help investment companies and asset managers NAVigate successfully in the retail marketplace. We specialize in the distribution of open-end mutual funds, closed-end mutual funds, private equity, hedge funds, exchange traded funds (ETFs), unit investment trusts (UITs), and separately managed accounts (SMA). NAVCAP® is a group of seasoned specialists in the financial services industry with deep experience, domain expertise, and meaningful relationships. For more information, please visit www.navcap.net.
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Carol Graumann |
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JCPR |
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973-732-3521 |
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SOURCE Hennion & Walsh
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