New York Life Investments today announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market.
ETF.com’s Dave Nadig goes in-depth on defined outcome ETFs, one of 2019’s biggest ETF success stories. m+ funds’ Steve Houston explains their lineup of defined outcome unit investment trusts and the future of structured products.
m+ funds, a leading defined outcome investment manager, announced today the additions of Jennifer Grancio and Jim Wiandt to the firm’s advisory board. In this capacity, Ms. Grancio and Mr. Wiandt will help guide the firm’s rapid expansion, as a large universe of investors continue to seek passive portfolio strategies that provide defined outcomes.
m+ funds, a leading defined outcome investment manager, today announced the appointment of Brad Berggren as its Chief Operating Officer. Brad brings over three decades of leadership experience at prominent asset management and investment banking firms and will be leveraging this expertise at m+ funds as the firm continues its rapid expansion. Read more here.
Steve Houston, Partner, m+ funds met with Julie Cooling, Founder & CEO, RIA Channel to share the firm’s approach to defined outcome investing and how advisors can use the funds to enhance their existing portfolios. Read more here.