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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Dec 14, 2017 An Operational Viewpoint on Integrating Separately Managed Accounts

Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.

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