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Expert: Separately Managed Accounts Still a Mystery to Most Affluent Investors; Brinker Capital Helps Advisors Raise Awareness of SMAs; Affluent Investors Looking for Trusted and Objective Investment Advice.

Publication: PR Newswire
Publication Date: 07-DEC-04
Format: Online - approximately 513 words
Delivery: Immediate Online Access

Article Excerpt
KING OF PRUSSIA, Pa., Dec. 7 /PRNewswire/ -- Most affluent investors still do not understand separately managed accounts and a substantial share of such individuals are not satisfied with their current financial advice, according to experts who spoke at the annual Brinker Capital Advisor Council in Amelia Island, Florida. Over 170 financial advisors and investment managers attended the three-day professional gathering.

Marcia Selz, Ph.D., president and chief research director of Marketing Matrix International, Inc. presented the...

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