Date: Sat, 7 Aug 2004 15:25:14 CST
From: "jay1000"
Newsgroups: misc.invest.financial-plan
Subject: Zephyr StyleAdvisor and Citigroup Portfolios
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My SmithBarney broker suggests that I convert my broker account into a
managed account. Their managed accounts employ all sorts of statistical
models but mainly Zephyr StyleAdvisor. The managed account invests in
mainly Citigroup Private Portfolio Group portfolios. These appear (to me)
to be similar to specialized mutual funds but without some of the restraints
and controls.
Of course, StyleAdvisor pumps out enough statistics to "prove" that
Citigroup portfolios beat any mutual fund portfolios. Hard to believe that
these guys at Citigroup can beat than all 6000 domestic stock mutual funds.
Citigroup is also the bunch that used mutual funds as dumping ground for
selected clients.
Anyone with any experience or knowledge of Zephyr StyleAdvisor or Citigroup
private portfolios?
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