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Boulder’s Impact Wealth Advisors named FIVE STAR Wealth Manager by 5280 Magazine & ColoradoBiz Magazine

Posted by Jerry Lewis on November 9, 2010 at 4:34pm

BOULDER – G. Anthony Harrigan and Ken Finkel, principals of Impact Wealth Advisors, Ltd. in Boulder (www.ImpactWealth.com), were awarded the FIVE STAR Wealth Manager title for 2010 by 5280 Magazine and ColoradoBiz Magazine in Denver.


The 2010 FIVE STAR Wealth Manager award is granted to an elite group, representing less than 4 percent of Denver area wealth managers. The award is based on how clients and financial services industry professionals evaluate their experience in working the individual wealth managers and not on the company’s sales volume.


Harrigan, a resident of Broomfield, and Finkel, who lives in Boulder, started their Boulder wealth management business in 2008 to offer holistic financial planning that focuses on a client’s life goals and aspirations, not just their investments.


As a local Boulder business, Impact Wealth Advisors is a strong believer in community partnering, and presents its own Impact Award to an area nonprofit each quarter.


A national research company under the direction of Crescendo Business Services conducted research for the FIVE STAR Wealth Manager list, published in the November issues of 5280 and
ColoradoBiz.


To be selected for the FIVE STAR award, survey recipients are asked to select wealth managers whom they knew through personal experience, and to evaluate them on nine criteria: customer service, integrity,
knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.


About Impact Wealth Advisors Ltd.


Impact Wealth Advisors in Boulder, Colo. provides holistic wealth management planning that focuses first on clients’ life goals and aspirations to improve the chances of achieving the future they
envision. Impact Wealth offers objective and independent investment counsel on retirement, education, estate planning, insurance analysis, tax minimization, charitable giving, real estate, family legacy and wealth succession. Visit online at www.ImpactWealth.com.




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Grail Advisors to Launch Industry’s First Single Manager ETFS Using Traditional Active Management

Posted by Erik Keith on June 9, 2009 at 4:50pm

Grail Advisors, a leader in the development and distribution of active Exchange Traded Funds (ETFs), today announced the registration of four new actively-managed ETFs--RP Growth ETF, RP Focused Large Cap Growth ETF, RP Technology ETF, and RP Financials ETF. The new offerings represent the industry’s first traditional actively-managed ETFs using a single-manager approach. New York-based RiverPark Advisors, LLC (RiverPark) will serve as the primary sub-adviser for each of the funds. Wedgewood Partners, Inc., of St. Louis will also serve as sub-adviser to the RP Focused Large Cap Growth ETF. “One of our goals from the outset was to bring traditional, active fund managers to the ETF marketplace,” said William M. Thomas, CEO of Grail Advisors LLC. “With these four new RiverPark offerings, that day has come, and it’s come a lot sooner than even the most enthusiastic proponent of the ETF structure could have imagined.” Grail unveiled the market’s first true, actively-managed equity ETF last month—the Grail American Beacon Large Cap Value ETF—and will follow up this summer with the Grail American Beacon International Equity ETF, the first international ETF of its kind. Those funds were designed to incorporate the traditional investment management approach and a multi-manager format into an active ETF structure. The single-manager RiverPark funds will take active ETFs a step further. The funds will be designed to combine all the benefits of an ETF structure—lower costs, tax efficiency, transparency of holdings, and intra-day trading—with actively-managed strategies from a veteran asset management team. RiverPark will provide day-to-day portfolio management services to RP Growth ETF, RP Technology ETF, and RP Financials ETF, and, in conjunction with Grail, oversee the day-to-day portfolio management services provided by Wedgewood to RP Focused Large Cap Growth. RiverPark was founded in 2006 by Morty Schaja, CFA, who serves as the firm’s Chief Executive Officer, and Mitchell Rubin, CFA, who is the Chief Investment Officer. All of RiverPark’s principals, including Mr. Schaja, Mr. Rubin, and portfolio manager Conrad van Tienhoven, came to the firm from Baron Funds. RiverPark has assembled a prestigious group of outside advisors to support the senior team in the management of the funds. David A. Rolfe, CFA, will be the portfolio manager of RP Focused Large Cap Growth ETF. Mr. Rolfe is the Chief Investment Officer of Wedgewood, and together with Anthony L. Guerrerio, the firm’s CEO and founder, has worked on various large-cap growth strategies for the firm since its inception in 1992. Each of the funds’ managers will have the discretion on a daily basis to choose securities for the ETF’s portfolio consistent with the ETF’s investment objective. Unlike index-based ETFs that seek to replicate the holdings of a specified index, each of the new Grail ETFs will use an actively-managed investment strategy to meet its investment objective. All four of the funds’ holdings will be fully disclosed on a daily basis. “We fully embrace the movement toward full transparency, continuous liquidity, and a low-cost fee structure,” said Mr. Schaja from RiverPark Advisors. “In today’s environment, investors are demanding a superior vehicle in which to make their investments without having to sacrifice access to world-class portfolio management. We’re thrilled to be on the cutting edge of this evolution with Grail.” Trading for shares the new ETFs is expected to begin September 1 on the NYSE Arca, Inc. The new funds will represent the latest in what is anticipated to be a series of offerings of the Grail Advisors ETF Trust. The San Francisco-based firm intends to make the benefits of ETFs available to the large pool of investors who currently select traditional mutual funds or other vehicles to access active portfolio management. Mr. Thomas says Grail Advisors is currently in discussions with a number of leading financial institutions and asset managers and expects to launch more customized, actively-managed ETFs this year.
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