HOW TO START YOUR OWN TAMP
Fields marked with an asterisk are required.*
"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
COMPLETE THE FORM BELOW
TO REQUEST YOUR COPY TODAY
Your inside look at how to launch and start your firm's own turn-key asset management program.
Free download - No risk or obligation
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.