SAN FRANCISCO, June 14, 2012 /PRNewswire/ -- Merriman Capital, Inc., a wholly owned subsidiary of Merriman Holdings, Inc. (OTCQX: MERR), today announced a strategic alliance with Arboretum Asset Management to provide cash management solutions as part of its capital markets advisory offering for corporate clients.
(Logo: http://photos.prnewswire.com/prnh/20100914/SF64919LOGO)
"Arboretum is excited to partner with Merriman Capital's hard working, aggressive team," said Adam Dean, President and CEO of Arboretum. "We felt that a strategic fit between our firms would benefit Merriman's clients by allowing them access to separate account management of their institutional cash that they might not otherwise be able to obtain."
Arboretum specializes in customized cash management solutions uniquely tailored to each client's risk profile, liquidity and return objectives. Arboretum's founders have a cumulative 20 years providing high quality short duration cash management solutions to institutional investors from their previous leadership positions at SVB Asset Management, Wells Capital, and Capital Advisors Group.
"We look forward to working with Arboretum to provide exceptional cash management solutions on behalf of our advisory clients," said Jon Merriman, CEO of Merriman Capital. "In today's environment, it is critical to offer fast-growing companies access to a platform that will help protect and grow their balance sheets. Adam Dean and his team have created a quality model for providing entrepreneurial companies with solutions that previously only much larger firms could leverage."
About Arboretum Asset Management Inc.
Arboretum Asset Management is a registered investment adviser focusing on managing institutional separate account portfolios. Arboretum Asset Management is revolutionizing how a corporation's cash is managed. Arboretum provides renowned asset management services, transparency and streamlined operations to both corporations and their financial partners creating stronger lasting relationships. From commercial banks to investment banks, their institutional clients now have access to customized cash management services and solutions that previously only Fortune 500 firms enjoyed. Arboretum was formed by leadership from the major providers of corporate cash asset management for high growth firms. The team boasts a remarkable track record on delivering safety, liquidity and service for corporate clients, and a deep understanding of the commercial and investment banks that serve them. Arboretum is a privately held company. For more information, please visit http://www.arboretum-am.com
About Merriman Capital, Inc.
Merriman Capital, Inc. is an investment banking firm providing equity and options execution services, market making, and differentiated research for high growth companies. The firm also provides capital raising, advisory, and M&A services. Merriman Capital, Inc. is a wholly owned subsidiary of Merriman Holdings, Inc. (OTCQX: MERR) and is the leading investment banking firm for OTCQX companies. For more information, please go to http://www.merrimanco.com/.
Merriman Capital, Inc. is a registered broker-dealer and member of The Financial Industry Regulatory Authority (FINRA) http://www.finra.org/ and the Securities Investor Protection Corporation (SIPC) http://www.sipc.org/.
Note to Investors
This press release contains certain forward-looking statements based on our current expectations, forecasts and assumptions that involve risks and uncertainties. This release does not constitute an offer to sell or a solicitation of offers to buy any securities of the Company. Forward-looking statements in this release are based on information available to us as of the date hereof. Our actual results may differ materially from those stated or implied in such forward-looking statements, due to risks and uncertainties associated with our business, which include the risk factors disclosed in our Form 10-K/A filed on April 30, 2012 and the Form 10-Q filed on May 15, 2012 . Forward-looking statements include statements regarding our expectations, beliefs, intentions or strategies regarding the future and can be identified by forward-looking words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "should," and "would" or similar words. We assume no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise. The Form 10-K/A filed on April 30, 2012 and the Form 10-Q filed on May 15, 2012, together with this press release and the financial information contained herein, are available on our website, www.merrimanco.com. Please click on "Investor Relations."
Note to Advisory Clients
Past performance is not indicative of future results, and there is a possibility for gain as well as loss with any investment. For additional information about Arboretum Asset Management's advisory services please refer to Arboretum's form ADV Part 2, which is available on request or by accessing Arboretum's registration information via www.sec.gov. Nothing in this communication shall be considered a solicitation or offer or recommendation to buy or sell any security, and our advisory services are only offered through a written advisory agreement.
Merriman Capital and Arboretum Asset Management are not affiliated.
At the Company: |
|
Will Febbo |
Adam Dean |
Chief Operating Officer |
President & CEO |
Merriman Capital, Inc. |
Arboretum Asset Management, Inc. |
(415) 248-5603 |
(415) 309-0812 |
Howard Bernstein |
Geoffrey Moore |
Chief Compliance Officer |
Chief Compliance Officer |
Merriman Capital, Inc. |
Arboretum Asset Management, Inc. |
(415) 262-1377 |
(415) 297-8400 |
SOURCE Merriman Holdings, Inc.
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article