Do More With Your Investment Through a Managed Account From Curian Capital

A compelling alternative to “investing as usual.”

Through Financial Professionals, Curian delivers exclusive asset management services that were once reserved for wealthy individuals and institutional investors. A Curian Custom Style Portfolio (CSP) provides diversified portfolios of managed accounts customized to each individual investor’s unique objectives and risk profile.

With Curian’s CSPs, investors benefit from:

Pursuing Performance/Managing Risk — A Curian CSP helps investors pursue optimal performance at any given risk level. Investors can seek the performance they need without assuming risk that exceeds their comfort level.

Customization and Control — Investors have the ability to exclude social sectors, individual securities or make changes that help align their investment and tax strategies.

Portfolio Transparency — Investors have 24-hours-a-day, seven-days-a-week access to all account information via Curian’s Web site. This includes performance1, securities holdings, transaction history, gain/loss information and all fees associated with the account.

Diversification — Every Curian account has multiple investment managers.2 Additionally, investors can choose to include or exclude International Equity or Real Estate (REITs) asset classes in/from their portfolios and select from multiple implementation strategies: Active - Core, Active - Defensive, Quantitative or a Blend of the strategies.

Professional Management — Investors gain access to exclusive investment management previously reserved for the wealthy and institutional investors.

Tax Efficiency — Investors own the underlying securities in their portfolios. This eliminates the problem of “embedded capital gains” prevalent in other investment vehicles. Investors only pay taxes on the capital gains they actually realize. In addition, investors can align their investment strategies with their tax strategies.

Lower Fees — Curian’s fees are very competitive and in many cases lower than those charged by the mutual fund industry. Investors also may benefit from a number of other services, including ongoing monitoring (at the portfolio and investment manager levels), 24-hours-a-day, seven-days-a-week access to account information and consolidated monthly reporting.

Low Minimums — An investor seeking to build a diversified portfolio similar to a Curian CSP would need to invest several million dollars in order to open a separately managed account.

Convenience — Complete diversification within one account — plus one statement and online account access. What’s more, investors can provide viewing rights to their accounts so their CPAs or attorneys can view their account information at any time.  

Curian Capital is a registered investment advisor that offers managed accounts to investors. Managed accounts involve investing in securities, which pose certain investment risks, including possible loss of principal

1 During market hours, performance will lag the market by 20 minutes.

2 Investment managers may invest in Exchange Traded Funds (ETFs), closed-end mutual funds and other securities.