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

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

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

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

WrapManager's Investment Policy Committee highlights certain money manager strategies each quarter 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

Each quarter WrapManager's Investment Policy Committee highlights 4 money manager strategies that have been ranked in the Top 1% of Performance in their respective categories since inception by Informa Investment Solutions. Dividend Equity – Brookmont Capital Management Multi-Cap Growth – ClearBridge Investments Tactical - F-Squared Investments AlphaSector® Premium Composite International Equity – WHV Investments You’ll find brief descriptions of the strategies and can request more in depth information for each. One of our Wealth Managers will reach out to you with the information, and can also show you how they would fit into your current portfolio. [+] Read More

The stock market overcame some volatility early in the year but continued to trend higher. As the market has reached new all-time highs, many investors are wondering if it’s too late to put additional cash to work. Others have indicated they’re still waiting for a possible stock market correction before making any decisions. One thing remains clear – despite what happens in the market and when, it’s likely you still need your portfolio growing and generating retirement income over time. There are two types of money manager strategies that could ease concerns about where the market’s headed while positioning your portfolio for a variety of outcomes. Tactical Money Manager Strategies are designed to temper the effects of a market decline while trying to capture growth, and Dividend Income Money Manager Strategies aim to generate income while reducing volatility. Let’s take a look at both. [+] Read More

The uncertainty surrounding the current interest rate environment has many investors rethinking their retirement income strategy. Some are considering dividend income as a way to generate additional cash for their income needs. Below are four dividend money manager strategies that invest in dividend paying stocks as a means to provide income for portfolios, while also offering the potential for equity-like returns over time. As always, we encourage investors to discuss these dividend money managers with your financial advisor before investing. (WrapManager is not affiliated with the money managers listed and has not approved for use nor entered into contracts with all of the managers. This is for informational and comparison purposes only.) [+] Read More

Two common questions investors ask themselves at the beginning of any year are: What is the stock market going to do this year? And, how should I position my portfolio as a result? To provide some insight as to what may be in store for the year, we’ve taken a look at what seven of the biggest financial institutions in the world are predicting for 2014. As you read through these, it’s important to keep in mind that your portfolio’s allocation should be based on more than just a forecast—you also need to consider your long-term goals, cash flow needs, risk tolerance, and other factors related to your investment plan. How Will the S&P 500 Perform in 2014? Morgan Stanley - S&P 500 +9%1 Morgan Stanley equity strategist Dr. Adam S. Parker thinks the S&P 500 is set to rise 9% in 2014. Morgan Stanley’s strategy recommendations are to favor small cap stocks versus large cap, and at a sector level they prefer health care to consumer staples, technology to consumer discretionary, and chemicals to industrials and energy. Within financials, they like capital-market-sensitive banks and asset managers over insurers and regional banks. [+] Read More