New report selects money managers with unique investment strategies chosen for our current outlook in financial markets for 2009
SAN FRANCISCO, CA – May 19, 2009 – WrapManager, the “Money Manager People,” has published a new report with its Money Manager Picks for 2009. The report is researched and compiled by the WrapManager Investment Policy Committee (WIPC).
This year’s report offers a mix of money manager investment philosophies ranging from a 100% market adaptive between cash and equity positions, to one with a focus on high-yielding dividend stocks, to another concentrating on mega trends with heavy exposure to energy and basic materials, and finally a strictly domestic portfolio.
An SEC-registered investment advisor, WrapManager emphasizes diversification by crafting individualized portfolios with hand-picked money managers selected by style and fit, and based on an asset allocation strategy created for each client.
“We look for money managers we believe are well-suited to meet specific individual investment objectives and risk tolerance. This can include anything from taxable considerations to an all-USA portfolio,” explains Gabriel Burczyk, President & CEO. “Our picks for this year represent managers with a unique and strategic investment approach designed to address and add value to individual investor goals now and into the future based on our current outlook.”
WrapManager’s 2009 selections are based on manager experience, discipline within a stated strategy, consistent performance, and appropriateness for what the Investment Policy Committee believes is the likely economic and market environment this year. Money managers selected for this year’s report include: Baker Avenue Asset Management, Wentworth, Hauser and Violich (WHV), Federated Investors, and others.
Learn more about why these money managers are WrapManager’s 2009 picks by downloading the full report online at https://www.wrapmanager.com/mmp2009.
About WrapManager, Inc.
WrapManager offers money management to high-net-worth individuals, featuring privately managed accounts, with a belief in the Power of Diversity, competitive fees, and transparency. WrapManager has been featured in The New York Times, The Wall Street Journal, Business Week and Forbes. Founded by Gabriel Burczyk, WrapManager, Inc. is an SEC-registered investment advisor headquartered in San Francisco, California. For a description of our services, fee arrangements, outside business activities, and other material disclosures please refer to our Form ADV Part II and Schedule F, which is available upon request.