WSC Group And CallanIn Partnership To Offer Wrap-Fee Portfolio Service

WatersTechnology Staff
06 Mar 1992

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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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