Q. Banks have a solid niche in wealth management, why should we consider working with outside managers?
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Q. Are you suggesting that we replace our internal investment process and outsource completely?
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Q. Does Winslow Capital Group, LLC offer any proprietary platforms or manager selections of its own?
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Q. If we work with outside mangers, do we jeopardize our identity to our existing client base?
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Q. Does Winslow Capital Group, LLC just add on a fee and make what we offer more expensive and less competitive?
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Q. Can’t I do my own search and negotiate my own contract with an outside adviser?
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Q. Can’t I just use mutual funds and get the same result?
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Q. Most platforms and individual managers charge, essentially, the same fee schedule to all of their clients, right?
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Q. Can you arrange to have Web-based, presentation tools available for our officers / advisers to use with prospective and existing clients?
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Q. Why use an outside firm to advise our board and management on strategic planning, board education and integration issues?
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Q. What are Multiple Attribute Portfolios – MAPS?
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Q. What are Separately Managed Accounts – SMAs?
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