Steve Garmhausen

Many of us didn’t graduate or even attend college, for sure. But Mr. Koski, it’s time to take your profit and put it back into outsource to the USA.

How Julian Koski's maverick stock picking method led to a merger with Guggenheim

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Guggenheim Partners

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Julian Koski

Ridgely Walters

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

The South African-born entrepreneur lost millions of his family's money in the 1980s before hitting on a winning formula 

How Julian Koski's maverick stock picking method led to a merger with Guggenheim

Maria Marsala

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