Join us in our second series of portfolio management best practices as we cover best practices in portfolio monitoring, rebalancing and managing the tax impact on portfolios.

Our consultants and support staff have worked with hundreds of RIAs to automate their portfolio management, using our web-based solution , and enable them to deliver a higher level of wealth management to their clients. In the last 8 years, we've compiled many best practices and this tour will focus on portfolio monitoring, rebalancing and tax management tactics we see being used in best-managed firms and how Tamarac Advisor automates them.

At this conference we'll cover best practices in the areas of:

• The importance of Portfolio Monitoring
• Rebalancing
• Maximizing tax benefit in accounts and across households
• Using alternative securities to make fewer models work across more accounts
• Advanced tax-loss harvesting tactics for large accounts

And more

> Click here for an list of city locations and dates

Agenda

2:00 - 2:15PM	Introduction to Tamarac and Advisor™ 8 software
2:15 - 2:45PM	Best Practices in Portfolio Monitoring and Rebalancing
2:45 - 3:00PM	Break/group discussion
3:00 - 4:00PM	Best Practices in maximizing tax benefit in accounts and across households
4:00 - 4:15PM	Break/group discussion
4:15 - 5:00PM	Adding Tax Managed Core Portfolios to your offering

*The $2,500 promotion cannot be combined with additional promotions or offerings. In addition, this promotion is applicable only to new clients that attend a Portfolio Management Conference and sign up between September 15th, 2008 and December 31st, 2008.