News Column

Huntington Asset Services, Inc. Providing Mutual Fund Administration and Distribution for Meritage Portfolio Management

June 9, 2014



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 Financial Securities.

“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 them.”

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.

                   

Not FDIC Insured

No Bank Guarantee

May Lose Value

 

Not a Deposit

Not Insured By Any Federal

Government Agency

 


About Huntington Asset Services, Inc.

Huntington Asset Services, Inc., 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, Ohio. More information is available at www.HuntingtonAssetServices.com.

The logo mark and Huntington® are federally registered service marks of Huntington Bancshares Incorporated.



Huntington

Maureen Brown, 614-480-5512

maureen.brown@huntington.com

Source: Huntington Asset Services, Inc.


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