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Top Equity Money Manager Picks - Q3 2015

Posted by WrapManager's Investment Policy Committee
July 22, 2015

To help investors discover and evaluate money manager strategies, WrapManager’s Investment Policy Committee highlights certain strategies each quarter. These encompass a wide range of asset classes and investment disciplines. Here are this quarter’s strategies:

International Equity ADR - Cambiar Investors

Multi-Cap Growth - ClearBridge Investments

International Strategic Value Dividend - Federated Investors

Risk Managed Strategies - Newfound Research

What’s in This Report, and How to Use It

For each money manager strategy there is a brief description of the style of strategy, and the strategy itself.

If you would like to learn more about one of the strategies, simply click “Request More Information.” One of our Wealth Managers will reach out to answer your questions and discuss the additional information.

Download the report to learn more about each.

Next Steps: Building Your Investment Plan

One of our Wealth Managers will work with you to create your investment plan, which encompasses important attributes such as your future income needs, retirement goals, your comfortable level of risk and your current portfolio. Afterwards, we’ll match recommended money manager strategies to your newly created investment plan and review it all with you.

These managers do not represent a complete list of all investment categories or managers available or that WrapManager recommends to clients. The strategies used by the money managers listed are not suitable for all investors. This material is being provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation. For complete information on these or other manager strategies, please contact us at 1-800-541-7774 or contact us here.

Money Manager Research

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Blogs found at this site have been created or supported by WrapManager. The information provided in a blog post prepared by WrapManager or an associated person of WrapManager is generally limited to financial and economic issues, but may include a discussion of general interest items. The views and opinions expressed on this blog are purely the blog authors, and not necessarily those of WrapManager, Inc. Certain blog posts include information pertaining to WrapManager’s investment advisory services and the products and services of unaffiliated money managers. Such information is provided for information purposes only. Accordingly, information provided in a blog should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Any subsequent, direct communication by WrapManager with a prospective client shall be conducted by a representative of WrapManager. Moreover, no client or prospective client should assume content contained on the website serves as a substitute for personalized advice from WrapManager. Different types of investments involve varying degrees of risk, and there can be no assurance that any investment, portfolio or money manager referred to within the blog will be suitable for your individual situation and risk tolerance or will be profitable. WrapManager recommends that you retain a financial professional to provide you with specific guidance regarding your financial situation before investing. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.

Although the information included in the WrapManager, Inc. website and blog has been obtained from sources WrapManager believes to be reliable, we do not guarantee its accuracy and information may be subject to change without notice. This website should not be regarded as a complete analysis of the subjects discussed. Information on this site should not be relied upon as a substitute for legal, tax or accounting advice by a professional in your local jurisdiction.

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