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Tag: FundLaunch

Spoke Fund® Conference in September

For the emerging and veteran portfolio managers in the crowd, a quick heads-up that I’ll be putting on another crash-course on launching your own Spoke Fund® next month in Marco Island, FL. More info on SpokeFund.com. Click the link below to embiggen. FundLaunch 2012

The Launch of SpokeFund.com

I’ve now got a new site up at SpokeFunds.com. It’s for portfolio managers wanting to learn more about Spoke Fund®. It became pretty clear about the time I held that workshop down here this spring that Spoke Funds were an idea that had outgrown this blog. Quite a few portfolio managers have contacted me over […]

Spoke Fund® versus Separately Managed Accounts

I’ve had some back and forth lately on another site about the differences between a Spoke Fund® and a SMA, or separately managed account. You can find the trail of comments at the bottom here. Well, except for the first comment, which I deleted, because I thought the poster was a crank. In any case, […]

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Phone: (305) 522-1333

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