Press Release: Integrated Wealth Management Introduces
Integrated Mortgage Management...
Jim Casey, President and CEO of Integrated Wealth Management (IWM), is happy to announce that IWM, through it's new division Integrated Mortgage Management (IMM), will be providing mortgage services by Hugh Van Horn Loan Officer at International City Mortgage (ICM)...

Investment Commentary: March 2010
Over the last year we have expanded and intensified our due diligence on managers who run absolute-return-oriented (ARO) strategies. We discuss some of the issues we confront when analyzing ARO strategies and funds in this month's commentary.

Research Update: U.S. Equities Analysis
We recently built a sales and margin framework to supplement our analysis of the earnings outcomes we might see five years from now. This is part of our ongoing work to assess potential optimistic economic scenarios that could hurt our relative performance going forward as a result of our portfolios’ current tactical equity underweighting. We are also continuously evaluating how our base-case scenario of slow economic recovery accompanied by private-sector (primarily household) deleveraging is unfolding...

Asset Class Review: U.S. Equities Market-Cap Style Analysis
We have merged our U.S. Equities Smaller/Mid vs. Larger Cap analysis with our Growth vs. Value research in an effort to cover both market cap and style in one succinct Asset Class Review. Our hope is that this format will be more useful for our clients and easier for our research team to update in a timely fashion. This update includes our views as of February 28, 2010.

Asset Class Review: Developed International Equity
We are in the process of revisiting the analytical framework we use to evaluate developed international equities. Our current view, which captures our current best thinking, is noted within two updated regional discussions. We should also note that going forward it is possible we will have separate frameworks for Europe and Japan rather than one framework for all of developed international equity.