Asset Manager of the Year Todd Gervasini on Finding 'Pockets of Inefficiencies'
By Janet LevauxThe Wakefield Large Cap Equity Strategy relies on team members who "think the Wakefield way and not the typical Wall Street way."
July 03, 2017
Essential Advisor Mehul Mistry on Being the Grownup in Client RelationshipsPart of being a planner is being a psychologist, being a counselor, sometimes being a parent to our clients, Mistry says.
July 03, 2017
Essential Advisor Kyle Imhof on Educating ClientsA big part of our methodology and our mission is serving other people, Imhof says.
July 03, 2017
Essential Advisor Bill Shiffman on Being ProactiveComing out of an accounting background, most accountants are reactive, Schiffman says.
July 03, 2017
SMA Manager of the Year Libby Toudouze on Energy and GrowthUnless you can think of anything in your life, in your clients [lives], where theyre going to use less energy, that's the only thing that hurts this story," says Cushing's Toudouze.
July 03, 2017
SMA Manager of the Year James Donald on Taking RisksWe do invest in places that ... might be highly risky, but we think [that] in our process, we take that into account, Lazard Asset Management's Donald says.
July 03, 2017
SMA Manager of the Year Jon Christensen on Valuation and Business AnalysisWe want to find businesses that have some sort of sustainable advantage, companies that can grow, protect and sustain over long-term economic cycles, Kayne's Christensen says.
July 03, 2017
SMA Manager of the Year Todd Solomon on Beating Passive InvestorsCongress Asset Management uses a strategy best described as steady as she goes.