Strategies for Smart Investors to Consider

3 New Money Manager Strategies to Consider for 2nd Quarter 2017

As we do every quarter, the WrapManager Investment Policy Committee (IPC) has selected three money manager strategies to highlight as an opportunity for you to learn about money managers that you may not be familiar with, as well strategy types that may be of interest to you.

This quarter, the IPC has selected strategies that include:

A concentrated growth approach seeking to invest in market leading companies.

A small cap equity strategy that focuses on stock selection.

A mid cap value portfolio that seeks to invest in companies with favorable valuations.

When the Stock Market Gets Volatile, Smart Investors Do This

You have probably read before that investors’ emotions often get in the way of sound long-term decision making. During times of pronounced market volatility or downturns, investors often get worried (understandably) about sustaining too many losses, and they will alter their long-term strategy as a result. In other words, experiencing declines in the market often leads to the feeling of needing to “do something to stop the losses,” which means making knee-jerk reactions.

Research shows, however, that those knee-jerk reactions can cost investors quite a bit over the long-term.

The attached report and information have been prepared or produced by WrapManager, Inc. from sources and data believed to be reliable. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice, as an offer to sell, or the solicitation of an offer to buy any security in any states where such an offer or solicitation would be prohibited by regulations. WrapManager, Inc. is not a tax advisory firm. We recommend you contact your tax attorney or CPA prior to utilizing any of the tax-related strategies mentioned or discussed. Returns and experiences will vary for each client. Each client's risk tolerance and investment objectives are unique to them. Past performance may not be indicative of future results. No assumption that future performance of any specific investment or product made reference to directly by WrapManager, Inc., on its Website and in marketing materials, will be profitable or equal the corresponding indicated performance level(s). WrapManager is an SEC-registered investment adviser.

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3 New Money Manager Strategies to Consider for 2nd Quarter 2017

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When the Stock Market Gets Volatile, Smart Investors Do This

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