Wealth Management Blog | WrapManager

3 New Money Manager Strategies to Consider for 2nd Quarter 2017

Written by WrapManager's Investment Policy Committee | April 26, 2017

The WrapManager Top Equity Money Manager Picks Report for second quarter 2017 includes three different money managers with diverse strategies.

As we do every quarter, the WrapManager Investment Policy Committee (IPC) has selected three money manager strategies to highlight as an opportunity for you to learn about money managers that you may not be familiar with, as well strategy types that may be of interest to you.

This quarter, the IPC has selected three strategies to highlight, including:

  1. A concentrated growth approach seeking to invest in market leading companies.
  2. A small cap equity strategy that focuses on stock selection.
  3. A mid cap value portfolio that seeks to invest in companies with favorable valuations.

Before making any decisions regarding whether these investment strategies could be beneficial to your portfolio, you can get a six-page report – which is designed to help you discover different money manager strategies – immediately here. 

Although these managers might not be perfect for you depending on your age, goals, lifestyle and risk tolerance, the WrapManager Top Money Manager Picks Report could help you learn more about available investment options.

With this report you’ll get the names of the three highlighted managers, as well as a short overview of the strategy. You are also able to request further information on the managers themselves, including performance information, if you are interested in getting a deeper look at the manager and their strategies.

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.