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Managed Money
Manager Profiles - Select UMA
You may view and print the Manager Profiles of the specific Manager(s)/Sub-Manager(s) (the "Managers") who may be managing your account(s). Please review the Manager Profiles carefully as they provide important summary information (including past performance) about each Manager. Past performance is no guarantee of future results.
Documents are provided as PDFs, which require Adobe® Reader® to view. To download a copy of the latest version, visit Adobe's Web site.
Managers
A
- Advanced Investment Partners
- AEW Capital Management
- Affinity
- AllianceBernstein
- Allianz/NFJ
- Anchor Capital Advisors LLC
- Apex Capital Management, Inc.
- Appleton Partners, Inc.
- Ashfield Capital Partners
- Atalanta Sosnoff Capital, LLC
- Atlanta Capital Management, Co.
- Cambiar Investors LLC
- Cambridge Financial Group, Inc.
- Chartwell Investment Partners
- ClearBridge/Legg Mason/Western
- All Cap Growth Equity
- All Cap Value Equity
- Appreciation Equity
- Capital Portfolios
- Dividend Strategy Portfolios
- International Equity ADR
- Large Cap Growth
- Large Cap Value
- Mid Cap Core
- Multi-Cap Growth Euity
- Opportunity Equity
- Small Cap Value
- Socially Aware All Value
- Socially Aware Intl ADR
- Socially Aware Large Cap Growth
- Socially Aware Multi Growth
- GSM 3
- GSM 5
- GSM 7
- Core Plus Fixed Income
- Active Bond Aggregate
- Active Bond Intermediate
- Active Bond Gov/Corp
- Current Market Municipal
- GSM Gov/Corp
- Cohen & Steers Capital Management
- Columbia Management
- Columbia/Seligman Investments
- Congress Asset Management
- Cornerstone Investment Partners
- Cramer Rosenthal McGlynn
- Cumberland
D
- Eagle Asset Management, Inc.
- Eagle Global Advisors, LLC
- Earnest Partners
- Eaton Vance Management
- Equity Investment Corporation
- Essex Investments
- Estabrook Capital Management
- Evercore Asset Management
Q
- RBC Global Asset Management
- Red Granite Advisors LLC
- Renaissance
- Riverbridge Partners
- Riverfront Investment Group
- Robeco Boston Partners
- Roosevelt Investment Group
- Rothschild Asset Management
- Sage Advisory Services
- Santa Barbara Asset Management
- Schafer Cullen
- Scharf Investments
- Schroders
- Security Global Investors
- Segall, Bryant and Hamill
- Seix
- Seizart Capital Partners
- Silvercrest
- Smith Asset Management
- Snow Capital Management
- Sovereign Asset Management
- Sterling Capital Management
- Stonebridge Advisors
- Systematic Financial Management
W
X
- None available at this time
Y
- None available at this time
For more information, please contact your Financial Advisor.
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