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2 posts in June 2015

The Importance of Education on Complimentary Diversifiers

June 29, 2015

A December Wall Street Journal headline titled” ‘Liquid –Alternative’ Mutual Funds Dealt Setback as Investors Flee” makes you wonder why clients need help from advisers. The article details the woes of one large fund, Mainstay Marketfield, which shed over $13 billion in assets during the 2014 calendar year. Marketfield, a top performing long/short fund, has…

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New Technology and Partnerships

June 23, 2015

As we approach the 20th anniversary of the multi-strategy TAMP, it is a good time to reflect on how far we have come and what we still have left to do. Since 1996, our small band of disrupters has been on a mission to change the way advisors do business. We have brought about change…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

Learn More & Register