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 CEO of Advisors Asset Management, Inc. Previously, Mr. Colyer served in the capacity of First Vice President of both Prudential Securities, Inc. and PaineWebber Inc. Mr. Colyer was the founder of the Sterling Companies in 1998 which merged with FIS in early 2002. With nearly 20 years industry experience, Mr. Colyer has become a highly respected and accomplished fixed income strategist and investment counselor. Mr. Colyer received his BA from Pittsburg State University distinguished academics 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.

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.  

Roy Steinhilber -- Vice President, UIT Trading
Roy has 22 years of Wall Street experience of which many have been concentrated within the Unit Investment Trust department. Roy started at Interactive Data working with daily evaluations and pricing for all Municipal Investment Trust Funds (MITF). He worked on the trading desk at Prudential dealing with the Unit Investment Trust selling group, as well as a National Sales Manager with ING.  Roy also has experience at Investec Ernst where he was a Muni Bond trader and First Trust where he served as a special Account Manager.  He is currently working on the AAM Unit Investment Trust trading desk where he provides support to both the internal and external trading desks and brokers.

Cyndi Wiles -- Vice President
Cyndi has over 20-years of experience as a financial professional which includes a diverse history in trading, compliance, back office administration, portfolio management, research, marketing and sales. She has worked for managed account firms, unit investment trust companies, institutional money managers and was the sole propretor of a commodities Introducing Brokerage firm. Cyndi served as Vice President for Ranson & Associates from 1998 (now Claymore Securities) until joining Matrix Unit Trust, now Advisors Asset Management, in February 2002. Cyndi's current responsibilities include portfolio management and administration,, broker-dealer support, programming, and website development.

Connie Clutter -- Vice President

Connie began her financial career with NationsBank where she gained 19 years of management and investment experience. Her responsibilities there included managing the Investment Operations Department where she supervised the operations staff in the clearance of securities including municipal, government, corporate, equities and mutual funds. She joined Ranson & Associates (now Claymore Securities) in March of 2000 where she was responsible for internal sales of Unit Investment Trusts and Mutual Funds. Connie joined Matrix Unit Trust, now Advisors Asset Management, in May 2003. Connie is currently responsible for processing trading orders and the creation and liquidation of trust units as well as answering questions from Investment Advisors and their desks regarding our investment products.

Robin Pinkerton -- Assistant Vice President
Robin has many years of financial services experience, including having served as President of Ranson & Associates. Current responsibilities include the preparation of 24F-2 and NSAR filings and prospectus re-audits.

Tim Penner -- Assistant Vice President
Tim began his financial services career with Advisors Asset Management in 2004. Current responsibilities include portfolio administration, processing trading orders of the underlying securities of the trusts, daily pricing and broker-dealer support.