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

WrapManager's Investment Policy Committee

Recent Posts

Will International Outperform US Stocks in 2015? - Cambiar Investors

Posted by WrapManager's Investment Policy Committee

May 6, 2015

Cambiar's commentary highlights a cautious view on energy and reviews the strategy's international approach following Japan's surge in Q1. 
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Money Manager Research Economic/Market Outlook Cambiar Investors, LLC

Federated Investors - Q1 2015 Managed Account Commentary

April 29, 2015
In their Q1 2015 International Strategic Value Dividend ADR Commentary, dividend money manger, Federated Investors, discusses their diversification strategy which can help reduce portfolio volatility. "In order to pursue its objectives of dividend yield, dividend growth and lower downside risk, the portfolio invests in high-yielding, high-quality stocks, many of which are found within mature markets and sectors that typically exhibit a low level of cyclicality." [+] Read More

Slow but Steady - Eagle Asset Management Whitepaper

April 22, 2015
Our focus isn’t on emphasizing just whether a company is good or bad but how people are reacting to it. How the sentiment changes. Fundamentals matter but how they interact with human behavior is what creates investing opportunities. Our view is: Stay in the middle of the boat, ignore the headlines and do well in some companies that people may not expect: healthcare in emerging markets or U.S. grocery stores, for example. Read more market perspectives in Eagle Asset Management's insightful whitepaper. [+] Read More

Eagle Asset Management Market Perspective

April 15, 2015
"The Fed may have axed the word patience from its commentary but I’m beginning to wonder if extreme patience may be called for." Eagle Asset Management's, Richard Skeppstrom, weighs in on the Federal Reserve's comments following the last Federal Open Market Committee meeting.  [+] Read More

WrapManager’s Top Money Manager Picks 2015 Q2

April 9, 2015
Here are four money manager strategies to consider for your portfolio selected by our Investment Policy Committee, updated for the second quarter. Download the report to learn more about each. [+] Read More

Investor Tips for Quiet or Volatile Markets - Brookmont Capital

November 11, 2014
Dividend money manager Brookmont Capital’s third quarter commentary provides a few tips that they recommend to their clients during quiet or volatile markets. “The chart of the Dow Jones’ price history clearly indicates periods of volatility and sharp declines. It also shows periods of dramatic upward performance. We have become so focused on short-term performance that we only see a lot of trees and not the forest. If you step back and look at the graph, the forest becomes obvious and the trees fade into the background. We understand investor angst. This is your life savings and your retirement. The following bullet points are what we recommend to our clients when the markets are volatile or quiet. The rules never change.” Download Brookmont's Full Commentary Here Get Free Research Reports on Brookmont Capital Management [+] Read More

New eBook! Finding a Better Financial Advisor

November 6, 2014
How do you know whether your financial advisor has your best interest in mind or is simply doing just enough to fulfill their basic duties? This is an important question to ask yourself because the security of your future depends on your retirement lifestyle planning, investing, and wealth management strategies. While you take care of the many different aspects of your life, your financial advisor can help look after your future. This is one of the many advantages of hiring a financial advisor. But not all financial advisors act as fiduciaries, putting your best interest at the forefront of investment decisions. Your retirement plans may not be as safe as you think if you have put your trust in a financial advisor whose motives are unclear or who is incentivized to recommend certain financial products. Our new eBook, Your Guide to Finding a Better Financial Advisor, can help you understand the very important question above: how do I know whether my financial advisor has my best interest in mind? And how can you find a better financial advisor? [+] Read More

WrapManager's Top Money Manager Picks 2014 - Q4 Update

October 30, 2014
Here are WrapManager's Top Equity Money Manager Picks for the final quarter in 2014. Selected by our Investment Policy Committee, the report highlights certain money manager strategies for investors to consider. Download the report to learn more about: Risk-Managed - Newfound Research LLC Dividend Equity - Brookmont Capital Management Multi-Cap Growth - ClearBridge Investments Small Cap Growth - Granite Investment Partners International Equity – Cambiar Investors [+] Read More

Research Money Managers with the Money Manager Directory

October 9, 2014
WrapManager’s Money Manager Directory helps investors find and request information on money managers and their strategies. This information is often hard to find and can be biased, especially if the money manager is providing it to you themselves. Information may include: Performance information Comparison to similar investment strategies In depth strategy information How the strategy could fit into your portfolio One of our Wealth Managers will reach out to you with the information. If it’s not available, they can show alternative money manager strategies that we recommend to appropriate clients and how they could work for you. [+] Read More

Updated Guide to the Markets for Q4 - JP Morgan

October 8, 2014
JP Morgan’s quarterly Guide to the Markets provides a wealth of information about the economy, stocks, fixed income and international markets, mainly displayed in easy to understand charts and graphs. It represents a one-stop shop for information that is often hard to find and scattered among multiple sources. These are just a few pieces of information you will find in the Guide: The current state of the US and international economies Interest rates and inflation Annual returns and intra-year declines Fixed income sector returns Outlook for US, international and emerging stock markets Download the Guide Here [+] Read More