Copia

We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA portfolios. If you are a financial adviser using SMA equity portfolios for your clients, you have the option of choosing between two types of SMA provider – a specialist or …

Advisers, are you SMA clients waiting in the boarding line without a priority pass? Read More »

We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA portfolios. If you are a financial adviser using SMA equity portfolios for your clients, you have the option of choosing between two types of SMA provider – a specialist or …

Copia hires Jude Fernandez as Distribution Manager Read More »

We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA portfolios. If you are a financial adviser using SMA equity portfolios for your clients, you have the option of choosing between two types of SMA provider – a specialist or …

Copia welcomes another Distribution Manager – Matt Roberts Read More »