WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

How to Research a Money Manager

Posted by Seton McAndrews | CFP®, Vice President Investments

April 10, 2018

The age of the internet has given us a lot of good information, and it’s made research easier for the average person. Wondering who won the Oscar for Best Picture in 2017, what happens to muscles as you age, or how to train a cat? The answers are just a few keystrokes away. As information becomes more and more accessible, it’s become easier and easier to learn how to DIY thousands of activities that used to be regulated to the realm of learned experts (ie. car repair, investment management, and self-diagnoses).

Even for those things that you choose to outsource to an expert – and there are more than a few things that are still worth outsourcing to a trustworthy expert – there is a huge amount of power in understanding (at least the basics) how their processes work.

[+] Read More

Money Manager Research Investing 101

When is the Right Time to Hire a Tactical Money Manager?

January 19, 2018
Let’s start with a more basic question: what is a tactical money manager? To answer that, an investor must first understand “tactical asset ... [+] Read More

Presenting WrapManager's Q4 2017 Top International Equity Money Manager Picks Report

November 30, 2017
While the United States represents the largest single contributor to global GDP, 75% of the world’s GDP is taking place across our borders ... [+] Read More

Announcing: WrapManager's Q3 2017 Top Equity Money Manager Picks

July 26, 2017
There are thousands of money manager strategies out there, but not every money manager is a good fit for every investor. If you’re trying ... [+] Read More

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

April 26, 2017
The WrapManager Top Equity Money Manager Picks Report for second quarter 2017 includes three different money managers with diverse ... [+] Read More

What's the Difference Between Financial Advisors and Money Managers?

January 25, 2017
Editor’s Note: This post was originally published in December 2015 and updated January 2017. While financial advisors and money managers ... [+] Read More

Announcing: WrapManager's Q1 2017 Top Equity Money Manager Picks

January 10, 2017
There are thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you reach your ... [+] Read More

Announcing: WrapManager's Q4 2016 Top Equity Money Manager Picks

November 10, 2016
There are thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you reach your ... [+] Read More

Announcing: WrapManager's Q3 2016 Top Equity Money Manager Picks

July 18, 2016
There are thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you reach your ... [+] Read More

Money Manager Benchmarking - 4 Things to Know

March 16, 2016
Let’s start with an example. Say you hire a money manager on January 1 of a New Year, and your objective is to give that manager one-year ... [+] Read More