Fast processing gives clients the power to squeeze cash out of the portfolio without waiting for dividends or creating a taxable event selling stock.
Jerry Wagner is excited about the chance to help conventional allocations reduce drawdown, smooth volatility and seize tactical opportunities.
Managed portfolios fold into the new wealth management unit, which will incorporate account aggregation as well as direct indexing later this year.
Hong comes to Vestmark from Vanguard and was previously head of passive equity portfolio management at Schwab. Direct indexing is now on her radar.
The SMArtX platform supports over 980 model-traded and manager-traded strategies, now including Anderson Capital, Mastrapasqua and Winthrop Capital.
Looking at YTD and two-year charts, you could draw different conclusions. Yes, the market has fallen, but it is not as significant as it may seem.
A flexible approach to asset allocation may help investors reach their financial goals through any market environment by dialing risk up or down.
