MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Tuesday, January 28, 2003 Cambridge Selects SMA Partner Fairfield, Ohio-based Cambridge Investment Research has inked a deal with AdvisorPort for a new managed account program. The broker-dealer will offer the platform to its 550 reps. Philadelphia-based AdvisorPort will also provide client profiling, investment proposal generation, money manager and mutual fund selection, portfolio monitoring and reporting for the reps. Eric Schwartz, CEO and president of Cambridge, said that AdvisorPort was selected as its preferred partner after an industry wide search. "AdvisorPort is the industry’s most innovative fee-based platform provider with an impressive record of proven asset growth and operational stability," he said. Printed from: MFWire.com/story.asp?s=4441 Copyright 2003, InvestmentWires, Inc. All Rights Reserved |