Client Profiles
The McNamara Group serves a diverse set of financial services clients, all sharing one common goal: an efficient and effective operational process. Although possessing certain operational similarities, this diverse client base can vary widely in its business requirements and methods of operation. TMG provides solutions to assist firms within the following market segments:
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- TMG Client Profile: Separately Managed Accounts (SMA)
- TMG Client Profile: Institutional and High-Net-Worth Segment (IHNW)
- TMG Client Profile: Investment Advisory Segment (IAS)