Quantitative Picks CheckFree to Handle SMAs

Quantitative Advantage, a Minneapolis-based money manager that specializes in separately managed accounts, announced Tuesday that CheckFree APL will be its administrator in that sector.

Processing Content

"CheckFree APL gives us a steering wheel to efficiently trade with each custodian," said Quantitative President John Wing.

CheckFree is the nation’s No. 1 source for portfolio management and reporting services in SMAs. Wing said having CheckFree administer SMAs will become a focal point of its marketing strategy.

The executive vice president of CheckFree, Alex Marasco, said of his new partner: "Quantitative Advantage is making a name for itself with the firm's innovative portfolio strategy."

The Adaptive Risk Management System (ARMS) of Quantitative, one of its key investment styles, is a non-market timing buy-and-hold strategy that has helped it grow quickly over the past several years.


For reprint and licensing requests for this article, click here.
Money Management Executive
MORE FROM FINANCIAL PLANNING
Load More