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Case Study
PETER MUCKLEY , VP-MARKETING, is the first to admit his company, 6-year-old Curian Capital does not yet boast a house- hold name, even among some of the professional money managers who are the initial targets of its marketing materials.
The company, a registered investment adviser, works with financial professionals tasked with overseeing their clients' individually managed account portfolios-presenting a financial product that essentially offers the individually owned, tax-liable equivalent of a mutual fund.
On a competitive playing field populated by such names as Genworth Financial and Brinker Capital, the Denver-based newcom- er is building its reputation by highlighting innovative features of its account management platform and...