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Presto! Wealth Advisor Fires Up its Model Portfolio & SMA Strategists Selection Guide Offering Advisor No-Cost Access to Over 400 Models Managing $40 Billion in Assets

Maybe you’re already using TAMPs or working with model-only investing. Maybe you’ve been allocating client assets on your own, diverting time and attention from other aspects of your practice during the pandemic.
Either way, it’s time to reposition. And it’s time for our first Model Portfolio & SMA Strategists Selection Guide.