Blog - Investment Management Insights and more from Sawtooth Solutions

A Guide to Digital Account Opening for Advisors

by Sawtooth Solutions | Feb 20, 2018 | Articles, Sawtooth News

Technology improved at an amazing pace during the twentieth century, and it seems to have shifted into overdrive so far in the twenty-first century. Each new generation has seen its own advancement in communication. From the telegraph, to the telephone, to pagers, to...

Join us at the Fuse Party at TD Ameritrade National LINC 2018

by Sawtooth Solutions | Jan 25, 2018 | Upcoming Event

We want to invite you to celebrate TD Ameritrade LINC 2018 with us at ICEBAR Orlando the night of February 1st at 9 PM. This unique venue features an ice bar (complete with coats) as well as a Fire Lounge room so you can warm up again. We’re sponsoring this party...

Sawtooth Forms Strategic Relationship with Mercer Investments to Expand Manager Research Capabilities

by Sawtooth Solutions | Jul 14, 2017 | Press Releases

July 17, 2017 − Minneapolis, MN – Sawtooth Solutions (“Sawtooth”), a comprehensive and flexible platform for overseeing the entire wealth management process, today announced a strategic relationship with Mercer Investments, a global leader in institutional investment...

Sawtooth Solutions Appoints Rich Conley and Thomas J. Rozman to Executive Management Team

by Sawtooth Solutions | Feb 28, 2017 | Press Releases

Sawtooth Solutions, LLC (Sawtooth) announced this week the addition of Rich Conley and Thomas J. Rozman to its Executive Team. Rich Conley joins as Executive Vice President and Head of Sales, while Thomas J. Rozman, CFA, will serve as Chief Investment Officer. Rich...

World Leading Provider of Cloud Based Business Valuations BizEquity Announces Strategic Partnership with Sawtooth Solutions

by Sawtooth Solutions | Jul 14, 2016 | Press Releases

BizEquity, the world’s leading provider of cloud based business valuation and performance big data, today announces that it has signed a strategic partnership with Sawtooth Solutions (Sawtooth), a technology-focused wealth management platform. The agreement will see...

Advisors Excel announces partnership with Sawtooth Solutions

by Sawtooth Solutions | Apr 6, 2016 | Press Releases

Topeka, Kansas, April 5, 2016 — Leading insurance marketing organization Advisors Excel has partnered with Sawtooth Solutions, a technology-focused company concentrating on wealth management platforms, to help support the launch of Advisors Excel’s newest division, AE...

Choosing Investment Strategies: The Differences Between Separate Account Managers & Fund Strategists

by Sawtooth Solutions | Jul 16, 2015 | Insights

With over 250 strategies to choose from on the Sawtooth Platform, Advisors often ask “What strategies should I use?” Obviously, allocation decisions require a lot of follow up questions like, “What is the client’s risk profile?” or “What is their return objective?”...

Understanding Custodial Pricing

by Sawtooth Solutions | Jun 18, 2015 | Insights

An important consideration when opening an account is whether to select Transactional Based Pricing (“TBP”) or Asset Based Pricing (“ABP”) for the custodial fee. Transactional Based Pricing is a fee charged for every trade made in the account...

Bolder Bash: A Great Night for A Great Cause

by Sawtooth Solutions | May 29, 2015 | Sawtooth News

Bolder Options is an innovative youth development organization, focused on mentoring youth who are at risk of dropping out of school or becoming involved in unhealthy behaviors. At Bolder, they stress the importance of goal-setting, physical activity and community...

Find Sawtooth on America’s Best TAMPs!

by Sawtooth Solutions | May 19, 2015 | Sawtooth News

Sawtooth has been recognized on the Trust Advisors America’s Best TAMPs feature, an annual publication providing detailed info about the top Turnkey Asset Management Platform providers in America. Take a moment to read a bit about Sawtooth and our unique solution!...