U.S. investment advisor, 7Twelve Advisors, has unveiled a new balanced portfolio. The 7Twelve Balanced Fund aims to offer superior risk-adjusted returns when compared to the bond and equity markets within a balanced fund structure.
Andy Martin, president of 7Twelve, is the manager of the new portfolio. Union Bank is the custodian of the fund and Northern Lights Distributors acts as its distributor, adds MutualFundWire. Gemini Fund Services is the transfer agent, while Thompson Hine provides legal counsel and BBD handles accounting.
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