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| Analyst View / Management Talk Q&A: |
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Creating Value in a Customized Way
Oct 04, 10:42 AM EDT |
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| A relatively new company, Gallatin Asset Management is built on A.G. Edwards’ experience in separate account management. Although known as a value manager, the company offers a wide range of options in equities, fixed income, and ETFs. Mark Keller, CIO of the company, firmly believes that high net worth investors should take advantage of the lower fees, tax flexibility, and restriction capabilities of separate accounts. |
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Separately Managed Relative Value
Aug 09, 9:55 AM EDT |
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| Traditional value disciplines may exclude entire areas of the investment world. That’s why Todd Investment Advisors, Inc. (TIA) manage separate accounts with a discipline called Relative Value Equity, which requires diversification, uses a long-term outlook, and focuses on attractively valued stocks (using their Price to Intrinsic Value philosophy) with a catalyst to realize that value. The goal is to achieve predictable excess return with lower risk. |
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Tax-Aware Investment Management
Jul 31, 7:23 AM EDT |
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| Consciously designing and managing equity portfolios around each individual investor’s risk profile and tax situation is what separates Advisor Partners from typical money managers. As a separate account manager, the firm builds and manages custom tax managed, index-based equity portfolios, exclusively for the benefit of the clients of other advisors. |
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Individual Allocation Mix
Jul 21, 11:54 AM EDT |
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| Steve Young, CIO at Curian Capital, believes that separately managed accounts provide a real alternative to mutual fund investing. In addition to the tax benefits and flexibility, common for all SMAs, Curian tries to make the product suitable for most investors, not just for the largest ones. Using four managers and 320 models, the company focuses on selecting
the right allocation mix and the right managers for each client. |
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Finding Growth in a Non-growth Sector
Dec 01, 12:05 AM EST |
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| For RASARA''s manager Raymond Stewart, bank stocks are not a cyclical play related to interest rates, but an ongoing investment opportunity. Identifying future mergers and acquisitions in the sector or finding interesting niche banks with strong fundamentals are only some of the ways in which RASARA finds growth at unexpected places. |
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Selling 'Artful Home' Online!
Aug 12, 12:06 AM EST |
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| The market for art in home furnishing is made up of a variety of genres such as pottery, ceramics, art glass, studio furniture, paintings, jewelry and photographs. |
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Friendfinder.com
Apr 12, 12:07 AM EST |
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| We believe that Internet is evolving from communication medium to a community support platform. Communities based on special interest groups, religious interests, ethnic and geographic based groups are using Internet to find and meet people. |
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