A Class Apart: The 2011 SMA Managers of the Year
Extraordinary due diligence and a history of success set 2011’s best SMA managers of the year apart from the crowd.
Five Must-Read Fund Items
SEC Issues Worthless Warnings on Fund Performance Ads Forbes.com writer Ahmed Taha analyzes the SEC's warnings to investors about not using a fund's past performance...
"The value of due diligence is greater now than it ever has been," says J. Gibson Watson III, president of Prima Capital Holding, and the...
Need Another Reason to Rebalance Clients' Portfolios?
Portfolio rebalancing can and should be a lot more robust than just selling high and buying low...it's an outstanding opportunity to add or increase exposure to overlooked asset classes at the same time.
What does it take to manage money successfully in an economic climate widely considered the worst since America's Great Depression? Consider the winners of the...
At the Summit
Given the uncertainty across the investment and economic universe over the past year, it is no small feat for separately managed account (SMA) portfolio managers...
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...
SMA Award Winners Revealed
Investment Advisor and its awards partners, Prima Capital and Standard & Poor's, announced on March 30 the winners of the third annual Separately Managed Accounts Awards.
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...
And The Winners Are...
IA, S&P, and Prima Capital announce winners of second annual Separately Managed Accounts Awards