Finalists Announced for 10th Annual SMA Managers of the Year Honors
Envestnet | PMC and Investment Advisor have announced the finalists for the annual Separately Managed Accounts Managers of the Year; winners will be revealed May 15 at Envestnet Advisor Summit.
The Short List Revealed for the 10th Annual SMA Managers of the Year
Advisors are good at many things, but they’re not good at all things.
2012 SMA International Equity Manager of the Year, No. 2: Cambiar Investors LLC
“You don’t have to find every single great stock out there,” says Jennifer Dunne, the firm’s international portfolio manager and senior analyst. “But if you put one in the portfolio, it better go up.”
Heritage Planning Pt. 8, Bringing Families Together Financially
The Family Bank: how to build it; what it accomplishes for each family.
2012 SMA Managers of the Year: Calm, Cool and Confident
The one thing seen among all of these winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.