Aug. 18, 2009 (Business Wire) -- Curian Capital, LLC (www.Curian.com), a registered investment advisor that provides fee-based managed accounts to financial professionals, today announced the launch of the Curian Custom Wealth PlatformSM, a Unified Managed Household (UMH) solution that offers investors a convenient, aggregated view of their Curian holdings. Using the new platform, advisors can integrate a household’s existing Custom Style Portfolios with new investment proposals to generate a Custom Wealth Plan that outlines the risk tolerance and asset allocation for multiple investment goals.
Curian’s Custom Wealth Platform utilizes a purpose-based approach to realizing client objectives. Investors first consider the various goals associated with each portion of their assets, then work with their advisor to create a Custom Wealth Plan consisting of separate goal-specific portfolios, each with its own risk tolerance and asset allocation. The plan provides a comprehensive picture of the client’s overall asset allocation, as well as anticipated growth projections for the total portfolio. By focusing on the client’s total invested Curian assets, the Custom Wealth Plan reinforces the planning process and helps keep investors on track to achieving their financial objectives.
“Most clients have multiple investment goals with varying time horizons. However, the standard approach to investing has typically been to put all of the household’s assets into one portfolio and assign a single risk tolerance and asset allocation,” said Chris Rosato, senior vice president of strategic development for Curian Capital. “Curian’s Custom Wealth Platform takes a broader approach by allowing clients to invest according to the specific goal – whether it’s saving for a child’s college education or a home remodeling project – that is associated with each portion of their assets. The result is a purpose-based wealth plan that helps clients become comfortable with an overall strategy.”
For financial advisors seeking a single, flexible solution for all of their clients’ wealth management needs, Curian’s Custom Wealth Platform offers a streamlined and efficient platform with consolidating reporting. Advisors can generate one Portfolio Review report that shows investment holdings, activity and individual performance for all of a client’s Curian accounts.
“The Custom Wealth Platform is the natural evolution of the Curian value proposition,” said Michael Bell, president and CEO of Curian Capital. “For the past few years, we have continued to expand the investment options and strategies available to investors, while also enhancing the functionality of the platform for advisors.
