As the unit investment trust marketplace grows, so does the need for investment firms to specialize in specific areas of the market. That’s why Guggenheim Investments is proud to partner with some of the most respected firms in the industry that are selected specifically for their expertise in their related fields. These key relationships with what we believe to be “best-in-class” strategic partners allow Guggenheim Investments to provide access to their unsurpassed insight, research, and unique investment strategies and solutions.
Accretive Asset Management LLC
Accretive Asset Management LLC creates products that help financial advisors better serve their clients. Through creative thinking informed by a strategic understanding of the marketplace, Accretive devises innovative solutions to problems faced by financial advisors and investors. BulletShares® Indices provide maturity targeted exposure to fixed income markets and are engineered to serve as the basis for products that combine the best attributes of investing in bonds and bond funds.
Flaherty & Crumrine LLC
Flaherty & Crumrine LLC ("Flaherty & Crumrine") was formed in 1983 with the express intention of managing portfolios of preferred securities for institutional investors. The firm has experience dating back to 1991 in managing leveraged and hedged preferred securities funds. Through its experience in the preferred securities markets, Flaherty & Crumrine has developed the expertise necessary to implement the portfolio and interest rate management strategies necessary in seeking to obtain the highest sustainable income.
Guggenheim Partners Investment Management, LLC
Guggenheim Partners Investment Management, LLC is a wholly owned subsidiary of Guggenheim Partners, LLC, a diversified financial services firm. The firm provides capital markets services, portfolio and risk management expertise, wealth management, investment advisory and family office services. Clients are an elite mix of individuals, family offices, endowments, foundations, insurance companies and other institutions. The firm provides clients service from a global network of offices throughout the Americas, Europe, and Asia.
Transparent Value, LLC
Transparent Value was established in 2003 with a dedicated vision: the pursuit of delivering sustainable investment returns across global equity markets by introducing a new way to measure the equity value of publicly traded companies.
Transparent Value calculates the Required Business Performance® probabilities used in the Dow Jones RBP Indexes and licenses the RBP® probabilities exclusively to Dow Jones Indexes for the construction of domestic and global indexes.
Since 2003, Transparent Value has grown into a financial services firm with subsidiaries, including Transparent Value Advisors LLC, a U.S. registered adviser and Transparent Value Pvt., Ltd., its Indian knowledge center. Guggenheim Investments will pay Transparent Value a fee for its assistance in the selection of the trust portfolio. Transparent Value is an affiliate of the sponsor.
Zacks Investment Research, Inc.
Zacks Investment Research, Inc. has more than 25 years of experience in providing institutional and individual investors with the analytical tools and financial information necessary to the success of their investment process. Today, Zacks receives daily electronic data feeds and printed research reports on over 10,000 companies from over 200 brokerage firms, produced by more than 3,500 analysts amounting to over 500,000 pages of brokerage research. In addition, Zacks records 25,000 earnings estimate revisions and changes in broker recommendations weekly.