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By John Sullivan, AdvisorOne |
April 9, 2012
Geneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because they’re past the volatile, entrepreneurial small-cap stage and management is focused, yet they haven’t reached the large-cap space where growth is harder to achieve.
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By John Sullivan, AdvisorOne |
March 26, 2012
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.
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By Michael S. Fischer |
April 1, 2009
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...
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By Kathleen McBride, AdvisorOne |
April 1, 2007
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...