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February 2, 2010

ETF Portfolio Partners, WallachBeth Capital, Millennium Trust Launch Blue Ocean Alpha

ETF Portfolio Partners, a SEC registered investment advisor, WallachBeth Capital, an inter-market-broker and Millennium Trust, a provider of administrative and custodial services, have introduced Blue Ocean Alpha, an new solution for investment advisors that offers sub-advisory ETF portfolio management, omnibus trading and custody for accounts of all sizes.

By CBR Staff Writer

John Balevic, senior vice president of Millennium Trust, said: “Blue Ocean Alpha is the first solution of its kind that seamlessly combines all of the key elements for alpha creation, relying on the expertise of three leading ETF service companies: ETF Portfolio Partners, WallachBeth Capital and Millennium Trust, to provide advisors with a comprehensive ETF solution.”

Richard Romey, president of ETF Portfolio Partners, said: “There is a powerful trend emerging where advisors are increasingly seeking to use ETFs in client portfolios. Blue Ocean Alpha offers an outsourced, turnkey approach that allows advisors to focus their time and efforts on growing their businesses while still controlling the existing client relationships.”

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