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 investment goals, you may feel overwhelmed by all the options. Where do you begin researching and what criteria do you consider?
We’d like to help. Each quarter, WrapManager’s Investment Policy Committee (IPC) compiles a list of top money manager picks in order to help investors discover and evaluate money manager strategies. These encompass a wide range of asset classes and investment disciplines.
Here are this quarter’s strategies:
- Active U.S. Sector Rotation - Main Management
- Small-Cap Growth - Tributary Capital
- Multi-Cap Growth - ClearBridge Investments
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.
While reviewing the report, if you would like to learn more about one of the strategies, simply click the embedded “Request More Information” button and one of our Wealth Managers will reach out to answer your questions and provide any additional information.
Download the report to learn more about each.
Next Steps: Building Your Investment Plan
After you've reviewed the report, and are ready to invest, 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.
To get started, give us a call at 1-800-541-7774 or send an email to wealth@wrapmanager.com.
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.
