Individual Investors
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Unit Investment Trusts have become a popular investment in recent years because, like mutual funds, they invest in a diversified portfolio of securities--and diversification is a key element in helping to balance overall portfolio risk--and are also sold through prospectus. UITs, though, are fixed portfolios with specific maturities, at which time the unit holders receive the net asset value of the portfolio. With larger investments, the investor can choose to take the securities in-kind at maturity.
Ryan Beck has utilized many of its research recommendations to develop UITs of fully diversified portfolios of stocks within the sectors we think offer the best opportunity for growth. In addition, we are active in all types of UITs, including other equity trusts and taxable and tax-advantaged bond trusts. Our proprietary UITs are made available exclusively to our clients.
To find out more, contact Ryan Beck.
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More on Ryan Beck UITs
Exclusive Private Labels Performance Update (as of 09/2006) Download Download Select Balanced Income Portfolio, 2006 Series Fact Card Brochure and Prospectus
Glossary
Unit Investment Trust (UIT) — A trust, registered with the SEC under the Investment Company Act of
1940, in which a fixed portfolio of income-producing securities are
purchased and held to maturity ...more
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