Playing With the Big Boys
PORTFOLIO MANAGEMENT SYSTEMS
The playing field has never been level for asset management firms—the larger, deep-pocketed firms that have invested in portfolio management systems continue to have a performance edge over smaller firms that cannot afford the price, support or the related infrastructure associated with these platforms. Such has been the case with Green Bay, Wis.-headquartered Associated Wealth Management (AWM). The small asset management firm, a holding of the Associated Banc, is a Midwest success story.
"We’ve
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