In addition to offering Unified Managed Accounts (UMA)
Overlay Portfolio Management via Vestmark's technology platform, the OAM team has also appointed strategic teams to manage client portfolios.
Smartleaf, a leading provider of
overlay portfolio management solutions since 1999, today announced the launch of a new white paper series.
has provided managed account programs,
overlay portfolio management, mutual funds, institutional asset management and investment consulting to registered investment advisors, independent advisors, broker-dealers, banks and trust organizations.
a leading provider of
overlay portfolio management solutions to banks and financial services companies, announced that U.
a provider of an advanced
overlay portfolio management solution to banks and other wealth managers, announced it has named Robert Sandrew as its new Director of Business Development.
a top provider of
overlay portfolio management (OPM) solutions to banks and other wealth managers, announced it has surpassed $35 billion in assets, one quarter after it exceeded $25 billion.
a top provider of
overlay portfolio management solutions to banks and financial services companies, announced today it has passed $25 billion in assets being managed through its system.
FundQuest is a leading provider of managed account programs,
overlay portfolio management, mutual funds, institutional asset management, and investment consulting to RIAs, independent advisors, broker-dealers, banks, and trust organizations.
Prudential's Wealth Management Solutions has expanded its
overlay portfolio management offering to provide advisors and trust officers at financial institutions with tools that enable them to manage client portfolios more efficiently and evaluate investment performance by sleeve within a unified managed account.
The team provides investment opportunities for advisors and their clients including: Equities and Fixed Income, Domestic and International Investments, Mutual Funds, Separate Accounts, Exchange-Traded Funds,
Overlay Portfolio Management, Managed Model Portfolios, Tax Efficient Portfolios, Income Portfolios, and the new ActivePassive Portfolios.
The team provides investment opportunities for advisors and their clients to include: Equities and Fixed Income, Domestic and International Investments, Mutual Funds, Separate Accounts, Exchange-Traded Funds,
Overlay Portfolio Management, Managed Model Portfolios, Tax Efficient Portfolios, Income Portfolios and the new ActivePassive Portfolios.
global Tax-Managed CoreTM), socially responsible portfolios, options strategies (DeltaShiftSM), and
overlay portfolio management (OverlayOneTM).
