While there are some 5,000 separately managed account products in the market, not all are "considered legitimate SMA management firms for managing an advisor's client...
Best of Breed
Separately managed accounts (SMAs) are a segment of money management that is growing ever more popular with advisors who work with high-net-worth individuals, large family...
Off the Grid
At the Wealth Advisor Summit, Craig Callahan, founder and president of Icon Advisers, Inc. in Greenwood Village, Colorado, made a compelling case for releasing portfolio...
The Best Separate Account Managers
From S&P, Prima Capital, and Investment Advisor: The winners of the first SMA Awards
Bill Fries of Thornburg International Value Fund
S&P Rank: 3 Stars* Oct. 3, 2003 Bargain