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Life Health > Life Insurance

Bond Broker Adopts Managed Account Program

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The GMS Group L.L.C. is using FundQuest Inc. investment advisor support services.

GMS, Livingston, N.J., a firm that specializes in selling municipal bonds, will be using the managed account program from FundQuest, Boston.

The program will include FundQuest technology, back-office services, performance reporting and investment research, along with a system that can help advisors offer wealthy clients portfolios that incorporate products such as mutual funds and universal life products, FundQuest says.


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