Blog - Investment Management Insights and more from Sawtooth Solutions

Sawtooth Teams Up With SunGard to Crush the Competition

by Sawtooth Solutions | Mar 11, 2015 | Sawtooth News

SunGard partners with Sawtooth and expands into the managed accounts business with the launch of the Sawtooth-SunGard all-in-one managed investment solution. As financial advisors can attest, it takes a lot of different technology to run a wealth management business....

Sawtooth Partners Up With Sterling Capital

by Sawtooth Solutions | Feb 27, 2015 | Partnerships

Sawtooth is excited to announce our new partnership withSterling Capital Management. The partnership will allow us to deliver their diverse group of strategies to a wider range of clients and portfolios. To kick things off, Sawtooth and Sterling are headed down to...

Understanding and Implementing Tactical Investments

by Sawtooth Solutions | Jan 15, 2015 | Articles

Understanding and Implementing Tactical Investments We’ve all heard the story of upside participation with downside protection. There isn’t a client that does not love the message of giving up a little bit of their upside performance to avoid losses. We...

New manager on the platform : alta capital management

by Sawtooth Solutions | Oct 27, 2014 | New Managers

We are excited to announce the addition of Alta Capital Management’s All Cap Growth and Large Cap Growth strategies to the Sawtooth TAMP platform. Alta Capital Management is an employee owned firm based in Salt Lake City, Utah. The firm focuses on high quality...

New manager on the platform : Sage Advisory Services

by Sawtooth Solutions | Sep 4, 2014 | New Managers

We are excited to announce the addition of many Sage Advisory Services’ custom strategies to the Sawtooth Platform. Sage is an employee owned firm that serves the institutional and private client marketplace with traditional fixed-income asset management,...

New manager on the platform : Ziegler Capital Management

by Sawtooth Solutions | Aug 6, 2014 | New Managers

We are excited to announce that Ziegler Capital’s Red Granite Large Cap Growth and Mid Cap Core Concentrated strategies have been added to the Sawtooth platform. Ziegler Capital Management, LLC is an investment manager based in Chicago best known for its leading...

New manager on the platform: Riverbridge Partners

by Sawtooth Solutions | Jul 17, 2014 | New Managers

Sawtooth is very happy to announce the addition of Riverbridge’s Large Cap Growth, All Cap Growth and Eco Leaders strategies to the platform. Riverbridge Partners was founded in 1987 and since then has been a trusted investment manager for institutions and high...

Dana Investment Advisors Named SMA U.S. Large Cap Equity Manager of the Year

by cstew68@gmail.com | Jul 11, 2014 | Manager News

Dana Investment Advisors has been named the SMA U.S. Large Cap Equity Manager of the Year by Envestnet|PMC. This was the 10th annual SMA Awards by Envestnet|PMC, formerly Prima Capital, and recognizes managers that consistently outperform their peers over time,...

New Manager Added to the platform: Hahn Capital Management

by Sawtooth Solutions | Jun 26, 2014 | New Managers

We are glad to announce the addition of Hahn Capital’s Mid Cap Value strategy to the Sawtooth platform. Hahn Capital Management, LLC, is a boutique, value-focused investment management firm based in San Francisco, California. We specialize in buying shares of...

New Manager on the Platform : Astor Investment Management

by Sawtooth Solutions | Jun 16, 2014 | New Managers

Sawtooth is happy to announce the addition of Astors’ Long Short Balanced, Active Income and S.T.A.R. Programs to our TAMP platform. Astor Investment Management is a registered investment advisor (RIA) with the Securities and Exchange Commission. Senior...

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