COLUMBUS, Ohio--(BUSINESS WIRE)--
Huntington Asset Services, Inc., a wholly owned subsidiary of Huntington
Bancshares Incorporated (NASDAQ: HBAN; www.huntington.com),
announced its support of Meritage Portfolio Management’s Value Equity
Fund, Growth Equity Fund and Yield-Focus Equity Fund. Huntington will be
providing fund administration, accounting, custody, transfer agency
services and strategic distribution for these three Funds.
“Meritage has an excellent track record in equity portfolio management
and is a great addition to our Capitol Series Trust,” said Joseph
Rezabek, president of Huntington Asset Services.
Huntington Asset Services first entered the series trust market in 1998
and has three series trusts: Unified Series Trust, Valued Advisers
Trust, and Capitol Series Trust. These series trusts provide investment
advisers with an efficient and cost-effective solution for starting a
fund or series of funds. By leveraging existing investment company
structure and its economies of scale, fund managers can focus on their
core competencies of investment management and growing their business.
Huntington will also provide Meritage with strategic distribution
services. “We are excited to partner with Meritage and provide a unique
approach to growing assets by leveraging the wholesaling infrastructure
and relationships that have been built with various independent
broker/dealers, registered investment advisors and wirehouses. The
ability to create a sales strategy to grow assets and provide them with
a strong competitive advantage is another example of how we are an
extension of their team,” said Paula Jurcenko, President of Unified
“Huntington is a great fit for Meritage,” said Diarmuid Boran, Meritage
Managing Director of Business Development. “In addition to having the
knowledge and expertise to help us launch our mutual funds, Huntington
is also providing strategic distribution capabilities which
significantly increase our ability to grow our funds. Huntington’s
combination of capabilities stood out and was the key for us selecting
them as our partner. We are excited about the opportunity we share with
You should carefully consider the investment objectives, potential
risks, management fees, and charges and expenses of the Fund before
investing.The Fund's prospectus contains this and other
information about the Fund, and should be read carefully before
investing.You may obtain a current copy of the Fund's prospectus
by calling (855) 261-0104.Past performance is no guarantee of
future results.The investment return and principal value of an
investment in the Fund will fluctuate so that an investor’s shares, when
redeemed, may be worth more or less than their original cost.
About Huntington Asset Services, Inc.Huntington Asset Services, Inc.
Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured By Any Federal
, formerly Unified Fund Services, Inc.
has been providing mutual fund service solutions for more than for 50
years. Huntington's fully integrated services include fund
administration, accounting, transfer agency, compliance, distribution
and custody for clients with combined assets of more than $45 billion
Huntington's comprehensive solutions support both standalone and series
trust structures. Based in Indianapolis
, Huntington Asset Services, Inc.
and Unified Financial Securities, Inc.
are wholly owned subsidiaries of
Huntington Bancshares Incorporated
(NASDAQ: HBAN; www.huntington.com
a $60 billion
regional bank holding company headquartered in Columbus,
. More information is available at www.HuntingtonAssetServices.com
The logo mark and Huntington® are federally
registered service marks of Huntington Bancshares Incorporated.
Source: Huntington Asset Services, Inc.