Appleton Partners

• Near the Top

  By James J. Green, AdvisorOne  |  April 1, 2009

  In addition to the seven winners in six categories deemed worthy of being 2009 Separately Managed Accounts Awards winners, the Investment Advisor/Prima Capital awards committee...

• At the Summit

  By Kathleen McBride, AdvisorOne  |  April 1, 2008

  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...

• Par Excellence

  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...

• SMA Award Winners Revealed

  By Staff Writer  |  March 30, 2007

  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.