Deals & People May 15, 2007

CAPTRUST Financial Advisors Expands to New York

Scott Wertheim has joined CAPTRUST Financial Advisors as a Vice President, Financial Advisor in New York.
Reported by

Scott brings over 10 years of experience providing co-fiduciary services to plan sponsors to CAPTRUST, the firm noted.

“We at CAPTRUST are excited about Scott joining our firm’ said CAPTRUST CEO, J. Fielding Miller, in a statement. “He is an important addition to our team as we expand our reach into the New York market.’

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CAPTRUST Financial Advisors is an independent research and advisory firm focused on providing strategic advisory services to retirement plans, both 401(k) and defined benefit plans, and high net worth individuals.

CAPTRUST is headquartered in Raleigh, NC and has offices in Atlanta, GA, Charlotte, NC, Philadelphia, PA, and Richmond, VA, and provides advisory services to over 300 clients representing $15 billion in assets.

Products May 15, 2007

Claymore Advisors’ ETFs to Track Morningstar Super Sector Indexes

Claymore Advisors, LLC will be using Morningstar Super Sector Indexes for its new exchange-traded funds (ETFs) that track the manufacturing, services and information sectors.
Reported by

The Claymore ETFs are the first to track the Morningstar Super Sector Indexes.

“Investors recognize that sector diversification is important, but the sheer number of sectors makes it difficult for them to track and allocate their holdings evenly across industries,” said Christian Magoon, senior managing director, at Claymore. “Our new ETFs based on the Morningstar Super Sector Indexes allow investors the opportunity to gain broader sector exposure or the potential to add balance to a concentrated portfolio.’

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For more information on Claymore visit www.claymore.com.

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