Resources > Blog > Victor Pollaci Aug 24, 2012 10:08:00 PM FundFire: How Should Wealth Managers Assess Overlay Mgmt? Share via Facebook Share via Twitter Share via Email Share via LinkedIn How can wealth management firms evaluate the different approaches to overlay portfolio management and decide which approach is best suited to their investment philosophy and personnel? Download the full article by Smartleaf President, Jerry Michael. Victor Pollaci Director of Product Management RELATED ARTICLES Victor Pollaci Jun 10, 2012 9:59:00 PM < 1 min read Wall Street & Technology: Smartleaf Launches Portal for Model Vendors Smartleaf, a provider of overlay management portfolio solutions to the wealth management industry, has created an online portal ... Start Reading Victor Pollaci Aug 19, 2011 9:43:00 PM < 1 min read Registered Rep: Greater Customization, Consistency and Efficiency – Are You Ready for the Overlay Revolution? Overlay portfolio management is quietly but rapidly changing the future of wealth management. Smartleaf president Jerry Michael ... Start Reading Victor Pollaci Feb 3, 2011 9:09:00 PM < 1 min read Insurance News Net: U.S. Bank Selects Smartleaf’s Overlay Portfolio Management Solution as Common Platform for Discretionary Wealth Management Investment Offerings Smartleaf, Inc., a leading provider of overlay portfolio management solutions to banks and financial services companies, ... Start Reading
