HOW TO START YOUR OWN TAMP


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"This is the only comprehensive guide I've seen on TAMPs and outsourced portfolio solutions. It's worth reading." - P. Richardson, VP, Investments, New York, NY

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Your inside look at how to launch and start your firm's own turn-key asset management program.

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Download your copy today to learn:
  • How to determine if a TAMP will improve your enterprise value and help gain and retain clients
  • How to choose the best structure; SMA, UMA, Mutual Fund Wrap or others 
  • How to find the right technology provider; Envestnet, Orion, Black Diamond and others
  • Who are the experts that can offer help choosing the right technology and assist with marketing 
  • PLUS, a complete glossary of industry terms.