Our Philosophy

Nobody likes surprises. We believe that the fixed transparency of a unit trust portfolio better suit todays investor. Style drift is not something you need to be concerned about. Our goal is to create a portfolio of unit trusts that may be used as building blocks for establishing a balanced asset allocation strategy for the buy and hold investor. Chasing yesterdays hot sector has proved disastrous for many investors over the last couple of years. We prefer to develop products whose structure and security selection can stand the test of time. These would include products appropriate for investors with a wide range of investment objectives from producing current income to capital appreciation. Most of all, we pride ourselves on service and integrity.

Who is Advisors Asset Management?

Advisors Asset Management, Inc. (AAM), a broker/dealer, member FINRA, SIPC and registered investment advisor, is an investment solutions partner for advisors and Broker/Dealers offering a vast array of financial tools, leading technologies and industry expertise. Our high-touch, high-service business model focuses on meeting the needs of financial professionals. Advisors can leverage our resources, industry knowledge and best of breed offerings to add value and differentiate their service capabilities. The principals of the Advisors Asset Management UIT Creation and Development team have over three decades of experience in the creation, evaluation, supervision and distribution of all types of unit investment trusts.

Scott Colyer -- Chairman & CEO

Scott Colyer is the Chief Executive Officer (CEO) and Chief Investment Officer (CIO) of Advisors Asset Management (AAM), a position he has held since 1998. Previously, Mr. Colyer served as First Vice President of both Prudential Securities, Inc. and PaineWebber Inc.With over 25 years of industry experience, Mr. Colyer has become a highly respected and accomplished fixed income strategist and investment counselor whose insight is frequently featured in leading financial media outlets such as Barrons, The Bond Buyer, Business Week, CNBC, CNNMoney, Fortune Magazine, Fox Business TV, InvestmentNews, MarketWatch, Pensions & Investments, TheStreet.com and The Wall Street Journal. He is also a member of the Forbes Intelligent Investor Panel.

Mr. Colyer received his Bachelors Degree from Pittsburg State University in 1982. He earned his Juris Doctorate Cum Laude from Washburn University School of Law in 1985.

Jim Costas -- Executive Vice President

Jim Costas is the Executive Vice President of Advisors Asset Management and plays a vital role in the cultivation and growth of the firm. Mr. Costas has over 20 years of trading experience, previously serving as the Vice President, Trader for both EF Hutton and Prudential Securities. In addition, he served as Director, Trader for SunTrust Bank before joining Fixed Income Securities in 2002. Mr. Costas received a Bachelor of Science degree from Ithaca College in 1977.

Alex Meitzner -- Senior Vice President

Alex has considerable experience in all aspects of product management having been responsible for the supervision and evaluation of over $3 billion in unit trust assets while with Ranson & Associates as well as the creation of a wide variety of fixed income and equity based unit trusts. In addition to the unit trust industry, Alex has been involved in the management of fixed income and equity based mutual funds both domestic and international. His solid management of The Kansas Municipal Fund earned him a top ranking by Morningstar for its category. Prior to joining Advisors Asset Management, Alex served as President of Matrix Unit Trust and is currently Managing Director for Advisors Asset Management.

Mike Boyle, CFA -- Senior Vice President
Mike Boyle is a Senior Vice President of Advisors Asset Management and is a CFA charter holder. Previously, Mr. Boyle served as the Managing Director of Product Research & Development for Claymore Securities where he was responsible for the screening, selection and development of unit investment trusts and new products. He also co-managed Claymore’s Core Equity Fund. In 1999, he joined First Trust Portfolios and served as the Vice President of Equity Strategy Research where he oversaw the creation of numerous quantitative investment strategies. Mr. Boyle served for more than 11 years in the U.S. Navy as a Naval Aviator and obtained the rank of Lieutenant Commander.

Eugene E. Peroni, Jr. -- Senior Vice President
Mr. Peroni is a recognized market strategist with over 30 years of investment management and analysis experience. He is known for “The Peroni Method” of selecting stocks, pioneered by Eugene Peroni Sr. over 50 years ago. Before joining Advisor’s Asset Management, Mr. Peroni was Senior Managing Director, Equity Research for Claymore Advisors. Earlier in his career he served as Managing Director, Equity Research for Nuveen Investments. Prior to that, Mr. Peroni was Director of Technical Research for Janney Montgomery Scott, LLC. He is a graduate of the University of Vermont. Mr. Peroni is currently responsible for Unit Investment Trust product development and equity portfolio management.
- Eugene E. Peroni, Jr. Bio.

Richard Stewart, CFA, Senior Vice President, UITs
Rich Stewart is a Senior Vice President of Advisors Asset Management (AAM). Mr. Stewart is responsible for all aspects of the UIT business, including sales, trading and product development. Prior to joining AAM, Mr. Stewart was the UIT Product Manager for UBS Financial Services, Inc., where he was responsible for over $4 billion in UIT assets. Mr. Stewart also represented UBS as a member of the Investment Company Institutes Unit Investment Trust Committee. Mr. Stewart is a member of the CFA Institute and the New York Society of Security Analysts. He earned his BS and MBA from Fordham University.

Christopher Fiore, First Vice President, National UIT Sales Manager
Chris Fiore is a First Vice President and National Sales Manager for UITs at Advisors Asset Management. Mr. Fiore is responsible for all aspects of UIT sales including new product rollouts and UIT rollovers. Mr. Fiore has over 20 years of Unit Trust experience. Prior to joining Advisors Asset Management, Mr. Fiore was the UIT Product Manager for UBS Financial Services, Inc. He also served as the Western Regional UIT Sales Manager at UBS and as the UIT Marketing Manager at PaineWebber prior to the UBS/PaineWebber merger. Mr. Fiore also held various positions in the Unit Trust Department at Merrill Lynch including Unit Trust Syndicate Desk Manager. He graduated with a Bachelors Degree in Business Administration from Wagner College in 1988.

Robert Moser -- First Vice President, UIT Trading and Sales
Robert has been in the financial services field for 17 years providing support in Unit Investment Trusts and Closed End Funds. His previous experiences included overseeing the trading desk and back office operations, database management, acting as liaison to third party vendors and providing sales support to both internal wholesalers and UIT clientele. He was also involved in supporting Research & Development with new product development, sales teams support and product analysis.

Tom Koorey -- Vice President, UIT Trading
Tom has been in the Financial Services field for over 25 years, and began his career on the trading desk at Mosely Securities. He was involved in underwriting and marketing of Unit Investment Trusts working with both retail and the Broker/Dealer accounts. He played an integral role in the establishment of the Unit Investment Trust trading desk at Roosevelt & Cross Incorporated. Tom also has experience in both Closed-End Funds trading as well as Equity Trading. He also has been a Market Maker in the Closed-End Funds that are listed on the NYSE and AMEX.  Tom currently is the AAM Unit Investment Trust Trading Desk manager and works with both Street and Internal accounts and brokers.