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Analyst View / Management Talk Q&A: 
Creating Value in a Customized Way

Oct 04, 10:42 AM EDT
A relatively new company, Gallatin Asset Management is built on A.G. Edwards’ experience in separate account management. Although known as a value manager, the company offers a wide range of options in equities, fixed income, and ETFs. Mark Keller, CIO of the company, firmly believes that high net worth investors should take advantage of the lower fees, tax flexibility, and restriction capabilities of separate accounts.
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Separately Managed Relative Value

Aug 09, 9:55 AM EDT
Traditional value disciplines may exclude entire areas of the investment world. That’s why Todd Investment Advisors, Inc. (TIA) manage separate accounts with a discipline called Relative Value Equity, which requires diversification, uses a long-term outlook, and focuses on attractively valued stocks (using their Price to Intrinsic Value philosophy) with a catalyst to realize that value. The goal is to achieve predictable excess return with lower risk.
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Tax-Aware Investment Management

Jul 31, 7:23 AM EDT
Consciously designing and managing equity portfolios around each individual investor’s risk profile and tax situation is what separates Advisor Partners from typical money managers. As a separate account manager, the firm builds and manages custom tax managed, index-based equity portfolios, exclusively for the benefit of the clients of other advisors.
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Individual Allocation Mix

Jul 21, 11:54 AM EDT
Steve Young, CIO at Curian Capital, believes that separately managed accounts provide a real alternative to mutual fund investing. In addition to the tax benefits and flexibility, common for all SMAs, Curian tries to make the product suitable for most investors, not just for the largest ones. Using four managers and 320 models, the company focuses on selecting the right allocation mix and the right managers for each client.
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Sources: Data collected by and from company press releases, filings and corporate websites.
Market data: BATS Exchange. Inc.

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