WSC Group And CallanIn Partnership To Offer Wrap-Fee Portfolio Service
TECHNOLOGY STRATEGIES
WSC Group Inc., parent of Belvedere Financial Systems Inc., will provide Belvedere's Microport portfolio management system to sales participants and money managers. These groups will join in a national investment planning program organized by Callan Associates Inc., a San Francisco-based investment management consulting firm.
WSC and Callan decided last year to join forces to promote a portfolio management services to wealthy individuals and retirement plans of $50 million or less.
Under the
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