Prima Capital

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  2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset Management

  By John Sullivan, AdvisorOne  |  April 5, 2012

  Santa Barbara's Jim Boothe says he looks for “clean balance sheets, very strong cash flow and a commitment to dividends.”

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  How the Best Money Managers Exploit Market Inefficiencies

  By J. Gibson Watson III, CIMA, Envestnet  |  April 4, 2012

  Several winners of this year’s SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.

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  2012 SMA Managers of the Year: How We Picked Them

  By John Sullivan, AdvisorOne  |  April 2, 2012

  An obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.

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  2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment Management

  By John Sullivan, AdvisorOne  |  April 2, 2012

  BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.

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  SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow

  By Editorial Staff  |  March 26, 2012

  The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.

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  2012 SMA Managers of the Year: Calm, Cool and Confident

  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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  Three Big Trends in RIA Industry: 2012 TechLeaders Conference

  By John Sullivan, AdvisorOne  |  March 20, 2012

  Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.

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  Envestnet to Acquire Tamarac for $54 Million; Gets Entrée to Higher-End RIAs

  By James J. Green, AdvisorOne  |  February 16, 2012

  Portfolio technology provider Tamarac has 500 advisor firm clients; will become separate division within Envestnet, which will use available cash to fund the acquisition.

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  The Case for Emerging Market Equities in Client Portfolios

  By J. Gibson Watson III, CIMA, Envestnet  |  January 3, 2012

  A review of the research suggests that including EM equities in client portfolios is wise, despite political risks and high performance dispersion among money managers.

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  Is There Still a Payoff for the Quality Premium in Stocks? An Analysis

  By J. Gibson Watson III, CIMA, Envestnet  |  November 1, 2011

  Prima looks at the data to shed light in the ‘high quality vs. low quality’ stocks investing debate, and comes to a conclusion.