Articles

Title
How can an overlay manager make separately managed accounts more tax efficient? Ron Pruitt (www.financial-planning.com)
The Case for Converting Mutual Fund Assets to Overlay (White Paper) Bill Martin, CFA
A Healthy Harvest - Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio. Michall Provine(www.financial-planning.com)
Review of WealthADV by David Drucker Virtual Office News Article (www.virtualofficenews.com)
The Benefits of "Sleeve-less" Overlay Management (White Paper) "High Net Worth Needs Open Architected Overlay Management in the Separate Account World" by Michael Winkel, CFA, M.B.A., J.D.