SunStar

Blue Tractor Licensee Summit Global Investments Launches First Fund of Funds Semi-Transparent ETF on Nasdaq

Retrieved on: 
Friday, April 14, 2023
ETF, Weakness, DYTA, AUM, Risk, GTS, Blue Cross Blue Shield Association, SGI, Fund of funds, SunStar, Blue, Financial adviser, U.S. Bancorp

Utah-based SGI is a $2 billion AUM RIA known for its Managed Risk Approach™ to mitigate investment risk and capture market returns.

Key Points: 
  • Utah-based SGI is a $2 billion AUM RIA known for its Managed Risk Approach™ to mitigate investment risk and capture market returns.
  • Terry Norman, founder of Blue Tractor commented, “We were delighted to work with Dave Harden and his team at SGI, as well as the professionals at Nasdaq, The RBB Fund, U.S. Bank, GTS and SunStar Strategic to launch this exciting new ETF.
  • SGI’s proprietary actively managed strategies dovetail perfectly with Blue Tractor’s Shielded Alpha® ETF wrapper.”
    Blue Tractor’s Shielded Alpha® ETF structure is a "wrapper" that facilitates management of actively managed portfolio strategies within an ETF.
  • “We believe the Blue Tractor wrapper is ideal for DYTA’s Fund of Funds strategy,” said Harden, “Because our strategy invests in other ETFs, protecting allocation exposures was critical.

SunStar Wins Award Again for Mutual Fund Website Development

Retrieved on: 
Friday, September 9, 2022
Copywriting, PR, CEO, Technology, Philosophy, Calendar, OTG, Investment, ETF, SunStar, Public relations, Creativity, Compliance, Attention, MSC, Association, Industry, Morrison, Marketing, Financial adviser, Online shopping, Creative industries, LATAM

ALEXANDRIA, Va., Sept. 9, 2022 /PRNewswire-PRWeb/ -- The Web Marketing Association has presented SunStar Strategic with a 2022 Award for Excellence in Web Development in two categories, Investment and Mutual Fund.

Key Points: 
  • The Web Marketing Association has presented SunStar Strategic with a 2022 Award for Excellence in Web Development in two categories, Investment and Mutual Fund.
  • ALEXANDRIA, Va., Sept. 9, 2022 /PRNewswire-PRWeb/ -- The Web Marketing Association has presented SunStar Strategic with a 2022 Award for Excellence in Web Development in two categories, Investment and Mutual Fund.
  • The site showcases the OTG Latin America Fund, OTG Cayman Latin America Fund - a private fund, and separate accounts managed by the firm.
  • In addition to this award, SunStar previously won a "Best Mutual Fund Award" for its development of a comprehensive asset management and mutual fund site for Mairs & Power, a St. Paul, MN based firm, http://www.mairsandpower.com , as well as an "Outstanding Achievement Award" in the PR category for its own site, http://www.sunstarstrategic.com .