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Envestnet Offers Ziegler Hallmark Equity Strategies to Financial Advisors


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© Business Wire 2008
2008-06-11 23:32:36 -

www.ziegler.com - Ziegler Capital Management, LLC announced today that Envestnet Asset Management has added Ziegler Capital Management's separate account equity strategies onto the Envestnet Manager Console. Financial advisors using Fidelity, TD Ameritrade, Schwab, or Pershing platforms will now have access to Ziegler's separate account strategies.

Ziegler's ability to provide individual investors with its hallmark institutional money management style -- which seeks to provide excess returns while effectively managing risk -- has been greatly enhanced by its strategy's addition to the Envestnet Manager Console. Current Ziegler strategies that are available on the Console include Large-Cap Equity and Value Equity Income.

"In early 2008 we added resources to focus on financial intermediaries who advise retail clients. The new relationship with

Envestnet is the latest addition to this group of clients," said Brian Andrew, president of Ziegler Capital Management. "The access that Envestnet's users now have to the Ziegler investment solutions makes it a win-win for multiple organizations. We look forward to a long and mutually beneficial relationship."

About Ziegler Capital Management, LLC:

Ziegler Capital Management, LLC sponsors the North Track family of mutual funds and provides separate account management for individuals, corporations, foundations and endowments. Total assets under management are approximately $3.3 billion (as of 3/31/08).

Prospective purchasers should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other important information about the Funds. A prospectus may be obtained from your financial advisor, or by calling the North Track Funds at 1-800-826-4600. The prospectus should be read carefully before investing.

About Envestnet Asset Management:

Envestnet Asset Management, one of the largest providers of wealth management solutions in the industry, delivers separately managed accounts, mutual funds, mutual fund wrap portfolios, multi-managed accounts, ETFs, fixed income solutions, sustainability solutions and alternative investments to independent financial advisors. Envestnet's investment offerings are supported by a proprietary technology platform that delivers customized advisor Web sites, consolidated views and comprehensive reporting abilities to the nation's independent investment advisory firms. Envestnet is headquartered in Chicago with offices in Denver, Los Angeles, New York, Silicon Valley and Trivandrum, India.

Envestnet has more than $45 billion in assets under management and administration with over 400,000 investor accounts (as of 12/31/07). For more information, visit www.envestnet.com.

About Ziegler:

The Ziegler Companies, Inc. (symbol:ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, mortgage banking, institutional sales and trading) wealth management, including asset management and investment services, and alternative investments.

Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.



Patricia Brophy
312-263-0110, ext. 6423

pbrophy@ziegler.com


Author:
Hossam Abdel-Kader
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