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SOURCE Hennion & Walsh
Innovative Strategy Provides Investors with Total Return Potential when Interest-Rates Rise
PARSIPPANY, N.J., Sept. 5, 2013 /PRNewswire/ -- Hennion & Walsh, one of the nation's premier providers of investment services and an advocate for individual investors, announces the launch of its SmartTrust®, Rising Interest Rates Hedge Trust, Series 1 (Ticker Symbol: SMRRAX), further expanding its suite of proprietary SmartTrust® Unit Investment Trust (UIT) portfolios.
This two-year Trust primarily seeks to achieve the potential for total return during market environments when interest rates increase, and also attempts to generate a high level of current income. In order to accomplish these goals, the Trust invests in a diversified, unmanaged portfolio allocated to securities of asset classes that performed well during previous periods of rising interest rates based upon historical research conducted by the Firm.
"We believe interest rates will begin to increase on a measured basis over the next two to three years, and in response to the expressed needs of the many financial advisors we work with across the country, we have introduced a strategy that we believe will help advisors meet with growth and income objectives of their clients if this prediction becomes a reality," said Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management.
"When financial advisors express concerns or interest in particular investment objectives, we listen and implement innovative strategies to meet their specific needs as we deem appropriate," said Bill Walsh, Partner of Hennion & Walsh, Inc.
The Trust's portfolio is divided according to the following asset allocation: approximately 40 percent to common stocks of domestic large-cap companies; about 30 percent to common stocks of closed-end funds that generally invest in senior corporate loans and other income-producing securities; approximately 20 percent to common stocks of one or more exchange-traded funds (ETFs) with returns that correspond to the inverse of at least one U.S. Treasury index; and approximately 10 percent to the common stock of at least one ETF with returns corresponding to one or more convertible bond indices.
Hennion & Walsh has wholesalers around the country who are dedicated to serving advisors and investors. For more information about the SmartTrust®, Rising Interest Rates Hedge Trust, Series 1 or any other SmartTrust® UIT product, please contact the firm's Internal Support Desk at 888-505-2872 or visit www.smarttrustuit.com.
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About Hennion & Walsh
Hennion & Walsh, 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 on Hennion & Walsh is available at www.hennionandwalsh.com. Additional information on SmartTrust is available at www.smarttrustuit.com.
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