Third Party Portfolio Management

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Jul 8, 2006 12:28 pm

I'm an RIA/advisor that wants to start off-loading assets to a third party to manage. As I am spending more and more time marketing, time spent monitoring and trading portfolios is getting increasingly difficult and for obvious reasons, and as such I'm looking to find a firm that can manage portfolios, provide quarterly reports and perhaps provide analysis on portfolios of prospective clients. If anyone has any suggestions, or can make a recommendation of a firm I should contact, please email me at:



[email protected]



Needless to say, I'm also looking to hire someone internally for portfolio management but am trying to explore all options right now. FYI, I'm in the Boca Raton area of FL.

Jul 8, 2006 1:52 pm
Jul 9, 2006 12:16 pm

Clark Capital Management


http://www.ccmg.com/

Jul 9, 2006 5:12 pm

Look into Lockwood.