MILWAUKEE, June 30, 2022 (GLOBE NEWSWIRE) — Milwaukee Institutional Asset Management (MIAM), a division of Global Value Investment Corp., has joined SMArtX Advisory Solutions’ Turnkey Asset Management Platform (TAMP) as a sub-advisor focused on value for RIAs and broker/dealers. The partnership brings MIAM’s expertise in fundamental research, analysis and portfolio management to SMArtX customers on a transparent and efficient platform.
MIAM offers value-oriented, focused and actively managed investment solutions, investing in public equities and corporate debt in SMA and model portfolio formats. Securities included in portfolios are often overlooked and undervalued by market participants for reasons considered transient or unwarranted. Rigorous financial statement analysis underpins MIAM’s investment research process and provides essential context for understanding qualitative analytical considerations. The catalysts for price appreciation should be idiosyncratic; as such, the focus is on analyzing a company’s long-term strategy, quality of management and capital allocation priorities. In addition to providing the benefits and insights gained from rigorous fundamental research, MIAM works closely with advisors to make portfolio management decisions based on clients’ unique investment objectives.
Both MIAM’s equity focused value strategy and fixed income focused value strategy are now available on the SMArtX platform in SMA and model portfolio formats.
“We are excited to expand the selection of investment strategies available to advisors, providing asset managers with a new, diverse way to expand distribution while giving our clients access to diverse asset managers” , said Evan Rapoport, CEO of SMArtX. “We look forward to working with MIAM to provide our clients with concentrated debt and individual equity portfolios built on bottom-up fundamental analysis and positioned for long-term value creation.”
JP Geygan, Head of Research at MIAM, said: “We are proud to partner with a market leader such as SMArtX to provide our clients with a value-driven portfolio management solution, backed by our disciplined fondamental research. The SMArtX platform allows us to satisfy an enterprise-scale tenant by providing access to institutional-grade investment management in an efficient and transparent manner. We look forward to working with SMArtX and its customers.
About Milwaukee Institutional Asset Management (https://gvi-corp.com/services/advisory/yum/)
Milwaukee Institutional Asset Management provides investment management and research services to investment professionals across the United States. The firm employs disciplined, value-oriented investment principles, while investing directly in individual debt and equity securities. MIAM Partner Advisors receive in-depth holding analysis as well as access to company analysts who can discuss individual securities and one-on-one meetings with senior company management.
Milwaukee Institutional Asset Management is a division of Global Value Investment Corp and has offices in Milwaukee, WI; Boston, Massachusetts; Charleston, South Carolina; Miami, Florida; and Hyderabad, India. Learn more about https://gvi-corp.com/services/advisory/yum/ Follow MIAM on LinkedIn https://www.linkedin.com/showcase/milwaukee-institutional-asset-management
About SMArtX Advisory Solutions (www.smartxadvisory.com)
SMArtX Advisory Solutions is the next-generation managed account technology provider and operates SMArtX, a turnkey asset management platform that automates the investment management process and reduces the administrative burden of overseeing investment portfolios client. The company also licenses its proprietary managed account technology to help companies replace existing technology and powers multiple investment platforms for RIAs, brokers and asset managers. Learn more about www.smartxadvisory.com. Follow SMArtX on Twitter and LinkedIn @SMArtXAdvisory
CONTACT: For Further Information Contact: Kathleen Mackey Global Value Investment Corp. 262-478-0640 [email protected] www.gvi-corp.com