Portfolio Strategies--Managed represents the next step in our evolution of fee-based investment advisory offerings to clients, building upon a solid foundation of separately managed accounts and multi-discipline account
solutions that we provide today," said Dan McNamara, an executive in the bank's investment products group.
Legg Mason will continue to serve as a sub advisor in Smith Barney's Fiduciary Services program and in the existing Multi-Discipline Account
Products (MDAs) it manages today, consistent with current arrangements.
Portfolio Strategies - Managed represents the next step in our evolution of fee-based investment advisory offerings to clients, building upon a solid foundation of separately managed accounts and multi-discipline account
solutions that we provide today," said Dan McNamara, Investment Products Group executive.
In 2001, Jamie joined Citigroup Asset Management as director of separately managed accounts with a focus on the burgeoning new SMA product known as the multi-discipline account
a leading full service brokerage and investment banking firm based in Memphis, have formed an alliance to create a new multi-discipline account
program to be distributed to clients via Morgan Keegan's Wealth Management Consulting initiative.
Archer MSA provides a robust portfolio management suite of services that include multi-discipline accounts
as well as automated reconciliation, performance measurement, reporting, document management, and integrated workflow.
85 trillion by 2010 (source: Forrester Research) Lockwood, the #1 provider of IMAs to independent advisors, will explain: * Why IMAs are becoming the investment of choice for individual investors * How multi-discipline accounts
(MDAs), packaged investment strategies and lower minimums are expanding the marketplace * How individual financial advisors are taking advantage of the opportunity and adding IMAs to their services
By offering model portfolios as well as customized portfolios, this program appeals to a wider range of financial advisors and clients than the current generation of multi-discipline accounts