Comments on: Separately Managed Accounts could be a good investment management option

By: Carnival of Financial Planning – Edition #134 – March 26, 2010 | Dividend Tree

Fri, 26 Mar 2010 11:42:11 +0000

[...] presents Separately Managed Accounts could be a good investment management option | Personal Dividends –… posted at Personal Dividends, saying, “Separately managed accounts are a good investment [...]

By: Adam @ Investment Management Marketing EverydayTenacity.com

Adam @ Investment Management Marketing EverydayTenacity.com — Wed, 10 Mar 2010 18:25:29 +0000

You are correct that SMAs are typically the investment management approach for UHN clients. Institutional clients are entirely SMA based in my experience.

The SMA fees are the hardest thing to justify on some of the smaller minimum account sizes.
.-= Adam @ Investment Management Marketing EverydayTenacity.com´s last blog ..Top Posts of February 2010 – Social Media, Digital Marketing and Outlook Plug-in are hot =-.

By: Merger Arbitrage Investing Blog

Merger Arbitrage Investing Blog — Thu, 04 Mar 2010 04:35:09 +0000

Hey Arohan – Hunter from DD – Randomly found this on the web. Great write-up – We have been exploring ways to set up

By: Albert

Albert — Sat, 16 May 2009 17:23:00 +0000

Also, having seperate accounts is also a good method of organizing and filing each accounts, however, it may be a pain to keep track of them.Albert’s last blog post..Why Tagging Posts in General is Important

By: Arohan

Arohan — Thu, 09 Apr 2009 15:00:56 +0000

Michael, Thanks for sharing the WSJ article with us! I believe that SMAs offer a great alternative to mutual funds and also compare very favorably to hedge funds (more transparency, greater liquidity, etc). SMAs will likely become more popular going forward with former hedge fund investors.Arohan’s last blog post..Book Review - Riding the Storm Out by John Bougearel

By: Michael Joseph

Michael Joseph — Fri, 27 Mar 2009 21:58:42 +0000

Arohan, Enjoyed reading your post. If you and your readers missed it, there was another good recent story on SMAs beating the perfomance of mutual funds from 2006 to 2008. You can read the Dow Jones story at:
http://online.wsj.com/article/SB123679669243098151.html

By: Arohan

Arohan — Wed, 04 Mar 2009 04:05:34 +0000

Thanks Miranda!Thanks Allen and welcome to the site!Arohan’s last blog post..Time to implement bad bank model with Citigroup to save our financial institutions and resolve the credit crisis

By: Allen Taylor

Allen Taylor — Wed, 25 Feb 2009 22:15:09 +0000

Nice writing. You are on my RSS reader now so I can read more from you down the road.

Allen Taylor

By: Miranda

Miranda — Wed, 25 Feb 2009 21:49:01 +0000

Great, informative post. I like the idea of access to higher quality without needing loads of cash.Miranda’s last blog post..Is Now the Time to Refinance?